Compare AU

Compare US10 vs. BBOZ

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

BetaShares Us Treasury Bond 7-10Yr Ch ETF

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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10) 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

US10

BBOZ

Popularity

Low

Low

Pearlers invested

3

16

Median incremental investment

$1,749.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,854.50

$3,680.69

Average age group

> 35

> 35


Key Summary

US10

BBOZ

Strategy

US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses.

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

United States Treasury Notes 4.375% (10.28 %)

United States Treasury Notes 4% (9.88 %)

United States Treasury Notes 4.5% (9.87 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Management fee

0.22 %

1.38 %


Key Summary

US10

BBOZ

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.22 %

1.38 %

Price

$51.10

$24.62

Size

$20.616 million

$300.594 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.59 %

0.53 %

Market

ASX

ASX

First listed date

25/09/2023

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

US10

BBOZ

Popularity

Low

Low

Pearlers invested

3

16

Median incremental investment

$1,749.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,854.50

$3,680.69

Average age group

> 35

> 35


Pros and Cons

US10

BBOZ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

US10

BBOZ

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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