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Compare USHY 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, shares and ETFs are a popular choice. Two options in the ASX are USHY and BBOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 15 |
Median incremental investment | $7,000.00 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,347.44 | $3,192.83 |
Average age group | > 35 | > 35 |
Key Summary
USHY | BBOZ | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the “Index”) before 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 | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (88.87 %) BETASHARES AUSTRALIAN CASH PLUS FUND (11.13 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | ||
Management fee | 0.3 % | 1.38 % |
Key Summary
USHY | BBOZ | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 1.38 % |
Price | $10.57 | $23.13 |
Size | $18.652 million | $218.763 million |
10Y return | N/A | -18.38 % |
Annual dividend/ distribution yield (5Y) | 2.90 % | 0.53 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 15 |
Median incremental investment | $7,000.00 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,347.44 | $3,192.83 |
Average age group | > 35 | > 35 |
Pros and Cons
USHY | BBOZ | |
|---|---|---|
Pros |
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Cons |
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USHY | BBOZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |