Compare AU

Compare VEFI vs. BBOZ

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

Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) 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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI) 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

VEFI

BBOZ

Popularity

Low

Low

Pearlers invested

14

14

Median incremental investment

$2,216.58

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,242.26

$3,085.11

Average age group

26 - 35

> 35


Key Summary

VEFI

BBOZ

Strategy

VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax.

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

French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %)

United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %)

Italy Buoni Poliennali Del Tesoro (0.46 %)

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (87.19 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %)

Top 3 industries

Financials (0.00 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Management fee

0.26 %

1.38 %


Key Summary

VEFI

BBOZ

Issuer

Vanguard

BetaShares

Tracking index

Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar

Asset class

ETF

ETF

Management fee

0.26 %

1.38 %

Price

$42.68

$24.78

Size

$4.218 million

$219.206 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.42 %

0.53 %

Market

ASX

ASX

First listed date

13/09/2018

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

VEFI

BBOZ

Popularity

Low

Low

Pearlers invested

14

14

Median incremental investment

$2,216.58

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,242.26

$3,085.11

Average age group

26 - 35

> 35


Pros and Cons

VEFI

BBOZ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

VEFI

BBOZ

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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