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Compare VGS 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 Vanguard MSCI Index International Shares ETF (VGS) 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
VGS | BBOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 19,675 | 12 |
Median incremental investment | $1,043.17 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,860.75 | $2,576.42 |
Average age group | 26 - 35 | > 35 |
Key Summary
VGS | BBOZ | |
|---|---|---|
Strategy | Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. | 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 | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (85.96 %) BETASHARES AUSTRALIAN CASH PLUS FUND (14.04 %) |
Top 3 industries | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 0.18 % | 1.38 % |
Key Summary
VGS | BBOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI WorldexAustralia Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 1.38 % |
Price | $153.10 | $21.92 |
Size | N/A | $194.464 million |
10Y return | 179.79 % | -29.13 % |
Annual distribution yield (5Y) | 2.33 % | 0.89 % |
Market | ASX | ASX |
First listed date | 20/11/2014 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VGS | BBOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 19,675 | 12 |
Median incremental investment | $1,043.17 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,860.75 | $2,576.42 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VGS | BBOZ | |
|---|---|---|
Pros |
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Cons |
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VGS | 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 |