Compare AU
Compare BEAR vs. A200
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 S&P Aussie Bear 200 (geared) (BEAR) and the Aussie 200 Large-Caps (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 | 4,953 |
Median incremental investment | $1,175.25 | $1,078.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,332.48 | $3,652.29 |
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 (10.93 %) BHP GROUP LTD (8.29 %) CSL LTD (5.65 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (33.91 %) Materials (17.89 %) Health Care (8.74 %) |
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 | $7.78 | $137.57 |
Size | $50.162 million | $6.279 billion |
10Y return | -56.51 % | 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 | 4,953 |
Median incremental investment | $1,175.25 | $1,078.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,332.48 | $3,652.29 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BEAR | A200 | |
|---|---|---|
Pros |
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Cons |
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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 |