Compare AU
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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Aussie Cash Deposits (AAA) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 3 |
Median incremental investment | $6,184.71 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,007.60 | $2,270.32 |
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 | AUD - AUSTRALIA DOLLAR (100.00 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
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 | $50.19 | $7.67 |
Size | $3.588 billion | $50.186 million |
10Y return | 0.08 % | -58.90 % |
Annual distribution yield (5Y) | 2.14 % | 0.28 % |
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 | 153 | 3 |
Median incremental investment | $6,184.71 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,007.60 | $2,270.32 |
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 |