βš”οΈ Head to head

AMVE vs BBOZ: Which ETF Is Better?

A side-by-side comparison of fees, size, returns and holdings, using data to 30 September 2026.

AMVE comes out ahead on 8 of 10 measures. Which matters most depends on you.

The short answer

πŸ’ΈLower feeAMVE wins
AMVE
0.55%
BBOZ
1.38%

Worth about $50,585 on $100,000 over 20 years.

🏦Bigger fundAMVE wins
AMVE
$768m
BBOZ
$165m

Bigger funds usually trade more cheaply and are less likely to close.

πŸ“ˆ1-year returnAMVE wins
AMVE
+1.8%
BBOZ
+0.7%
πŸ“Š3-year returnAMVE wins
AMVE
+8.0% a yr
BBOZ
βˆ’15.9% a yr
🏁5-year returnAMVE wins
AMVE
+3.9% a yr
BBOZ
βˆ’12.4% a yr
βš–οΈCheaper to tradeBBOZ wins
AMVE
0.28%
BBOZ
0.08%

A tighter gap between the buy and sell price.

AMVE vs BBOZ side by side

AMVE leads on 8, BBOZ on 2AMVEAB Managed Volatility Equities Fund - MVE Class - Active ETFBBOZBetashares Australian Equities Strong Bear ETF
The basics
Index trackedBenchmark: S&P/ASX 300 IndexS&P/ASX 200 Index
Fund managerAllianceBernsteinBetashares
Asset classAustralian sharesAustralian shares
ListedApr 2021Apr 2015
Cost and size
MERyearly fee, lower is better0.55%βœ“1.38%
AUMfund size$768mβœ“$165m
Net flows (Sep)new money in, last monthβˆ’$13mβœ“βˆ’$22m
Bid/ask spreadtrading cost, lower is better0.28%0.08%βœ“
Total returns
1 monthβˆ’0.3%+7.0%βœ“
1 year+1.8%βœ“+0.7%
3 years p.a.+8.0%βœ“βˆ’15.9%
5 years p.a.+3.9%βœ“βˆ’12.4%
$10,000 invested
1 year ago$10,181βœ“$10,065
5 years ago$12,089βœ“$5,172

βœ“ marks the better figure on each measure. Returns include distributions, to 30 September 2026.

πŸ“ˆ Growth

What $10,000 invested is worth now

$10,000 put into AMVE 5 years ago is worth $12,089 today, against $5,172 in BBOZ. That is $6,917 more in AMVE.

AMVEBBOZ$10,000 invested
$0k$4k$8k$12k$16k$10.2k$10.1k1 year agoAMVE +$116$12.6k$5.9k3 years agoAMVE +$6,648$12.1k$5.2k5 years agoAMVE +$6,917

Total returns to 30 September 2026, with distributions reinvested, before tax and brokerage. The price chart above leaves out distributions, so it can look worse. Past performance is not a reliable indicator of future performance.

πŸ’Έ Cost

What the fees cost you

AMVE's lower fee leaves about $50,585 more in your pocket over 20 years.

AMVE charges 0.55% a yearBBOZ charges 1.38% a year
🧾 Fees paid on $100,000Saving
5 years
AMVE
βˆ’$3,568
BBOZ
βˆ’$8,814
You keep$5,246more with AMVE
10 years
AMVE
βˆ’$9,881
BBOZ
βˆ’$23,948
You keep$14,067more with AMVE
20 years
AMVE
βˆ’$37,898
BBOZ
βˆ’$88,483
You keep$50,585more with AMVE

Total fees paid on a $100,000 investment, assuming a 7% a year return before fees. Illustration only: it ignores tax, brokerage and differences in returns.

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Joshua Stega
etfadviserExchange traded fund specialist adviser Β· 20 years’ experience
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FAQs

Which is better, AMVE or BBOZ?

It depends on what you need. On our numbers AMVE wins on 8 measures and BBOZ on 2. AMVE is cheaper, with a management fee of 0.55% vs 1.38%. On $100,000 over 20 years that difference is worth about $50,585. AMVE is the larger fund at $768m vs $165m. AMVE has the better 1-year return: +1.8% vs +0.7%.

Which is cheaper, AMVE or BBOZ?

AMVE charges 0.55% a year and BBOZ charges 1.38% a year.

Can I hold both AMVE and BBOZ?

You can, but check how much they overlap. AMVE is a Australian shares fund and BBOZ is a Australian shares fund.

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General information only, not a recommendation. Past performance is not a reliable indicator of future performance.