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Compare BEAR vs. AUMF
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 Betashares Australian Equities Bear Complex ETF (BEAR) and the iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $1,175.25 | $172.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $1,535.86 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | AUMF | |
|---|---|---|
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). | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 95.28m in AUM and 119 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 1.38 % | 0.3 % |
Key Summary
BEAR | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.3 % |
Price | $7.49 | $37.46 |
Size | $38.444 million | $97.123 million |
10Y return | -56.12 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 5.35 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $1,175.25 | $172.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $1,535.86 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | AUMF | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |