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Compare ADEF 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 Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF) and the Betashares Australian Equities Bear Complex ETF (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ADEF | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,653.90 |
Average age group | N/A | 26 - 35 |
Key Summary
ADEF | BEAR | |
|---|---|---|
Strategy | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. | 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 | Microsoft Corp (4.10 %) WR Berkley Corp (3.62 %) W.W. Grainger Inc (3.44 %) | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (66.59 %) BETASHARES AUSTRALIAN CASH PLUS FUND (17.39 %) |
Top 3 industries | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | ||
Management fee | 0 % | 1.38 % |
Key Summary
ADEF | BEAR | |
|---|---|---|
Issuer | Apostle | BetaShares |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 1.38 % |
Price | $6.18 | $7.45 |
Size | $17.890 million | $57.663 million |
10Y return | N/A | -56.81 % |
Annual distribution yield (5Y) | 0.33 % | 0.46 % |
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 | 2 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,653.90 |
Average age group | N/A | 26 - 35 |
Pros and Cons
ADEF | BEAR | |
|---|---|---|
Pros |
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Cons |
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ADEF | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |