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Compare BEAR vs. ATEC
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 Betashares S&P/ASX Australian Technology ETF (ATEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 443 |
Median incremental investment | $1,000.00 | $1,005.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,055.16 | $2,197.35 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | ATEC | |
|---|---|---|
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). | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 569.66m in AUM and 45 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (54.61 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.87 %) | COMPUTERSHARE LTD (10.16 %) XERO LTD (9.89 %) NEXTDC LTD (9.56 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) |
Top 3 countries | Australia (91.74 %) United States (7.16 %) New Zealand (0.73 %) | |
Management fee | 1.38 % | 0.48 % |
Key Summary
BEAR | ATEC | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.48 % |
Price | $7.51 | $23.13 |
Size | $33.153 million | $693.757 million |
10Y return | -55.56 % | N/A |
Annual distribution yield (5Y) | 0.46 % | 1.42 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 05/03/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 443 |
Median incremental investment | $1,000.00 | $1,005.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,055.16 | $2,197.35 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | ATEC | |
|---|---|---|
Pros |
| |
Cons |
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BEAR | ATEC |
|---|---|
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 |