At a glance
Side-by-side comparison
| Metric |
BEAR
BetaShares Australian Equities Bear Complex ETF
|
BBOZ
BetaShares Australian Equities Strong Bear Complex ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
BetaShares
|
| Tracks index |
—
|
—
|
| Categories |
AU, Geared, Active
|
AU, Geared, Active
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$32m
|
$179m
|
| Cost & income | ||
| Management fee |
1.48%
|
1.29%
|
| Dividend yield |
0%
|
—
|
| Franking |
0%
|
0%
|
| Turnover |
0%
|
0%
|
| Tax drag | 0% | 0% |
| Returns |
Tax bracket
|
|
| 1-year return |
2.6%
net
|
—
|
| 3-year return |
-5%
net
|
—
|
| 5-year return |
-3.7%
net
|
—
|
| 10-year return |
-7.3%
net
|
—
|
| Risk | ||
| Volatility (3y) |
11.1%
|
—
|
| Volatility (5y) |
12.8%
|
—
|
| Volatility (10y) |
13.3%
|
—
|
| Sharpe ratio (3y) |
—
|
—
|
| Sharpe ratio (5y) |
—
|
—
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
Frequently Asked Questions
BEAR and BBOZ are 2 Australian-listed ETFs we compare side by side. BBOZ carries the lower management fee (1.29%). The table above breaks down fees, returns, income and risk for each.
BBOZ has the lower management fee at 1.29% a year, versus BEAR 1.48%.
BEAR pays the higher at 0%. Remember distributions are taxed each year at your marginal rate.
BBOZ is the larger fund by assets ($179m). Larger funds are typically more liquid and trade on tighter spreads.
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.