Compare AU

Compare SFY vs. BBOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 50 Fund

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the SPDR S&P/ASX 50 Fund (SFY) and the BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

BBOZ

Popularity

Low

Low

Pearlers invested

16

15

Median incremental investment

$552.72

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,395.83

$3,372.14

Average age group

26 - 35

> 35


Key Summary

SFY

BBOZ

Strategy

SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 762.27m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)

Top 3 holdings

Commonwealth Bank of Australia (13.31 %)

BHP Group Ltd (9.99 %)

CSL Ltd (6.46 %)

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (87.19 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %)

Top 3 industries

Financials (56.47 %)

Materials (16.71 %)

Consumer Discretionary (10.96 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.2 %

1.38 %


Key Summary

SFY

BBOZ

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

1.38 %

Price

$75.45

$24.26

Size

$761.035 million

$217.248 million

10Y return

31.81 %

N/A

Annual distribution yield (5Y)

5.85 %

0.53 %

Market

ASX

ASX

First listed date

27/08/2001

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

SFY

BBOZ

Popularity

Low

Low

Pearlers invested

16

15

Median incremental investment

$552.72

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,395.83

$3,372.14

Average age group

26 - 35

> 35


Pros and Cons

SFY

BBOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

SFY

BBOZ

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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