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Compare AU
Compare SPY vs. BBOZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 State Street SPDR S&P 500 ETF (SPY) and the Betashares Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 315 | 12 |
Median incremental investment | $1,193.50 | $3,054.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,914.35 | $2,560.89 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | BBOZ | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | 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 | NVIDIA Corp (7.60 %) Apple Inc (6.82 %) Microsoft Corp (5.05 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (86.16 %) BETASHARES AUSTRALIAN CASH PLUS FUND (13.84 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | |
Management fee | 0.0945 % | 1.38 % |
Key Summary
SPY | BBOZ | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 1.38 % |
Price | $971.45 | $21.43 |
Size | $25.503 thousand | $175.987 million |
10Y return | 259.80 % | -18.08 % |
Annual distribution yield (5Y) | 1.14 % | 0.89 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 315 | 12 |
Median incremental investment | $1,193.50 | $3,054.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,914.35 | $2,560.89 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | BBOZ | |
|---|---|---|
Pros |
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Cons |
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SPY | BBOZ |
|---|---|
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 |