Compare AU

Compare BEAR vs. A200

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

BetaShares Australian Equities Bear (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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 BetaShares Australian Equities Bear (Hedge Fund) (BEAR) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BEAR

A200

Popularity

Low

Medium

Pearlers invested

3

4,877

Median incremental investment

$1,175.25

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$2,255.52

$3,626.74

Average age group

26 - 35

26 - 35


Key Summary

BEAR

A200

Strategy

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).

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

COMMONWEALTH BANK OF AUSTRALIA (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Financials (33.72 %)

Materials (18.17 %)

Health Care (8.79 %)

Top 3 countries

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

1.38 %

0.04 %


Key Summary

BEAR

A200

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

1.38 %

0.04 %

Price

$7.53

$140.68

Size

$43.122 million

$6.134 billion

10Y return

-58.33 %

N/A

Annual distribution yield (5Y)

0.28 %

5.25 %

Market

ASX

ASX

First listed date

09/07/2012

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

BEAR

A200

Popularity

Low

Medium

Pearlers invested

3

4,877

Median incremental investment

$1,175.25

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$2,255.52

$3,626.74

Average age group

26 - 35

26 - 35


Pros and Cons

BEAR

A200

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BEAR

A200

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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