Compare AU
Compare VTS 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 US Total Market Shares Index ETF (VTS) 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
VTS | BBOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,948 | 16 |
Median incremental investment | $1,283.27 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,778.29 | $3,152.10 |
Average age group | > 35 | > 35 |
Key Summary
VTS | BBOZ | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | 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. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (86.13 %) BETASHARES AUSTRALIAN CASH PLUS FUND (13.87 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) | |
Management fee | 0.03 % | 1.38 % |
Key Summary
VTS | BBOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.03 % | 1.38 % |
Price | $434.31 | $29.68 |
Size | $29.854 million | $220.787 million |
10Y return | 210.91 % | N/A |
Annual distribution yield (5Y) | 1.30 % | 0.53 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | BBOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,948 | 16 |
Median incremental investment | $1,283.27 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,778.29 | $3,152.10 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | BBOZ | |
|---|---|---|
Pros |
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Cons |
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VTS | BBOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |