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Compare BEAR vs. AUST
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 Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,175.25 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,669.44 | $1,962.24 |
Average age group | 26 - 35 | < 26 |
Key Summary
BEAR | AUST | |
|---|---|---|
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). | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 32.41m in AUM and 200 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | SPI 200 FUTURES SEP25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (11.65 %) BHP GROUP LTD (7.01 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (33.42 %) Materials (16.06 %) Health Care (7.96 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 1.38 % | 0.49 % |
Key Summary
BEAR | AUST | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.49 % |
Price | $7.52 | $17.52 |
Size | $39.345 million | $32.460 million |
10Y return | -55.76 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 4.83 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,175.25 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,669.44 | $1,962.24 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
BEAR | AUST | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | AUST |
|---|---|
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 |