Compare AU

Compare XMET vs. BBOZ

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

BetaShares Energy Transition Metals 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 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

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

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