BetaShares (ASX:BBOZ) ETF

The BetaShares BBOZ Fund is designed to provide protection from a declining Australian equity market. When the S&P/ASX 200 Accumulation Index falls, BBOZ aims to generate magnified returns for investors.

BBOZ ETF review

ASX: BBOZ share price and fees

ASX ticker code: BBOZ
Yearly fee (MER): 1.38%
FUM: $272.54 million
Monthly spread: 0.26%

share price:

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$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs

ETF share prices are updated using end of day data from the ASX. FUM, fee and spread data is updated monthly, with a delay. Refer to the ETF’s PDS and the ASX website for up-to-date information.

Data Last Updated: December 2021

Fee comparison

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BBOZ yearly fee (MER)
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Sector average fee (MER)
This ETF does not have an analyst report or rating available. A Best ETFs “No Rating” is a fund rating our analysts apply to funds, LICs, mFunds, or ETFs to represent a ‘pending’ or ‘not yet researched’ status for the fund/ETF.

Be sure to access our free ETF report. Or if you’re a fund manager looking to get your fund rated by our team, please get in contact.

What does the BBOZ ASX ETF invest in?

The BetaShares BBOZ Fund invests in equity index futures contracts to generate unleveraged returns that are negatively correlated S&P/ASX 200 Accumulation Index. In other words, when the ASX 200 rises, BBOZ should fall. When the ASX 200 falls, BBOZ should rise. We believe BBOZ is a high risk ETF to own in a portfolio, and it is expected to perform poorly over long periods of time.

What do investors use the BBOZ ETF for?

The BetaShares BBOZ Fund could be used by experienced investors to hedge their portfolio against market declines, effectively betting against the Australian stock market. This is a high risk strategy as gains and losses are magnified, compared to a simple ETF tracking the ASX 200 Index. BBOZ is a highly volatile Fund, and there is no guarantee the ETF will provide effective or perfect protection in a falling market.

How to buy the BBOZ ETF

Did you know: You can invest in any ASX-listed ETF for $6.50 (or less)?

To invest in any ASX ETF, you need to use a brokerage account. For Australian investors, Australian Pearler has partnered with Best ETFs to bring you easy, effective, long-term ETF investing. You can invest in ETFs on Pearler for just $6.50! And some ETFs can be purchased for $0 (conditions apply).

BBOZ investor starter pack

BBOZ PDS

The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.

BBOZ literature

We’ve asked the ETF provider to share their best whitepapers & research with you.

BBOZ holdings

The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.

ASX: BBOZ’s dividend 2021

BBOZ dividend yield

Last 12m yield: 0.00%

When does BBOZ pay a dividend?

BBOZ dividend reinvestment plan (DRP)

Warnings we apply to the BBOZ ETF

BBOZ tax domicile

Australian shares sector data

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Sector average return (1Y)
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Average FUM ($m)
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Average fee (MER)

How BBOZ compares:

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1Y return
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FUM ($m)
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Fee (MER)
Sector information is recorded based on the last 12-month returns to December 2021. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance. 

Latest ETF News

ASX: BBOZ technical analysis

The Best ETFs technical analysis chart pack shows the 12-month share price movements, Stochastic bands and traded volume (for both up and down days). This chart uses end-of-day data, so it’s for illustrative purposes only.

BBOZ ETF performance

This chart shows the return of BBOZ shares up to a maximum of one year (12 months). Data in this chart is based on end-of-day pricing and NOT including dividends/distributions. Past performance is not indicative of future performance.

*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.

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