Compare AU
Compare XMET 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 BetaShares Energy Transition Metals ETF (XMET) 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
XMET | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 16 |
Median incremental investment | $1,007.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.40 | $3,271.86 |
Average age group | > 35 | > 35 |
Key Summary
XMET | BBOZ | |
|---|---|---|
Strategy | XMET.AX was created on 2022-10-26 by BetaShares. The fund's investment portfolio concentrates primarily on materials equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Nasdaq Sprott Energy Transition Materials Select Index, 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 | FIRST QUANTUM MINERALS LTD (6.03 %) WHEATON PRECIOUS METALS CORP (5.85 %) SOUTHERN COPPER CORP (5.64 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) |
Top 3 industries | Other (65.48 %) Materials (34.38 %) Information Technology (0.14 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | Canada (36.79 %) Australia (17.96 %) United States (17.25 %) | |
Management fee | 0.69 % | 1.38 % |
Key Summary
XMET | BBOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Sprott Energy Transition Materials Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 1.38 % |
Price | $7.45 | $26.28 |
Size | $22.545 million | $265.186 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.37 % | 0.53 % |
Market | ASX | ASX |
First listed date | 27/10/2022 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XMET | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 16 |
Median incremental investment | $1,007.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.40 | $3,271.86 |
Average age group | > 35 | > 35 |
Pros and Cons
XMET | BBOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
XMET | BBOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |