Compare AU
Compare ALPH 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 ALPH and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | 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 | $1,687.20 |
Average age group | N/A | 26 - 35 |
Key Summary
ALPH | BEAR | |
|---|---|---|
Strategy | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. | 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 | Schroder Global Equity Alpha Fund - Active ETF (100 %) | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.54 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.18 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0 % | 1.38 % |
Key Summary
ALPH | BEAR | |
|---|---|---|
Issuer | Schroder | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.38 % |
Price | $10.39 | $7.60 |
Size | N/A | $38.817 million |
10Y return | N/A | -54.90 % |
Annual dividend/ distribution yield (5Y) | - % | 0.28 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | 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 | $1,687.20 |
Average age group | N/A | 26 - 35 |
Pros and Cons
ALPH | BEAR | |
|---|---|---|
Pros |
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Cons |
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ALPH | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |