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Compare AAA vs. BEAR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 240 | 2 |
Median incremental investment | $3,936.32 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,583.24 | $1,620.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
AAA | BEAR | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (56.65 %) BETASHARES AUSTRALIAN CASH PLUS FUND (22.80 %) |
Top 3 industries | Communication Services (100.00 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | ||
Management fee | 0.18 % | 1.38 % |
Key Summary
AAA | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 1.38 % |
Price | $50.17 | $7.30 |
Size | $4.933 billion | $33.907 million |
10Y return | 0.08 % | -61.07 % |
Annual dividend/ distribution yield (5Y) | 2.17 % | 0.46 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 240 | 2 |
Median incremental investment | $3,936.32 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,583.24 | $1,620.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AAA | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
AAA | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |