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Compare ADEF vs. BEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Apostle Dundas Global Equity Classd (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ADEF and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ADEF

BEAR

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$1,175.25

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,285.12

Average age group

N/A

26 - 35


Key Summary

ADEF

BEAR

Strategy

N/A

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

Apostle Dundas Global Equity Classd (Managed Fund) (100 %)

SPI 200 FUTURES JUN24 (0 %)

AUD - AUSTRALIA DOLLAR (50.65 %)

BETASHARES AUS HIGH INTEREST ETF (27.63 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Australia (14.88 %)

Management fee

0 %

1.38 %


Key Summary

ADEF

BEAR

Issuer

BetaShares

Tracking index

Asset class

Stock

ETF

Management fee

0 %

1.38 %

Price

$5.85

$7.63

Size

N/A

$43.257 million

10Y return

N/A

-56.45 %

Annual dividend/ distribution yield (5Y)

0.28 %

0.28 %

Market

ASX

ASX

First listed date

23/02/2021

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

ADEF

BEAR

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$1,175.25

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,285.12

Average age group

N/A

26 - 35


Pros and Cons

ADEF

BEAR

Pros

  • Higher price growth

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

ADEF

BEAR

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

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