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Compare BEAR vs. ERTH
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 Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 345 |
Median incremental investment | $1,175.25 | $612.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,665.00 | $1,037.30 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BEAR | ERTH | |
|---|---|---|
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). | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Other (62.68 %) Information Technology (11.91 %) Industrials (10.89 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | |
Management fee | 1.38 % | 0.55 % |
Key Summary
BEAR | ERTH | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.55 % |
Price | $7.50 | $9.02 |
Size | $38.444 million | $86.405 million |
10Y return | -55.88 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 0.60 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 345 |
Median incremental investment | $1,175.25 | $612.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,665.00 | $1,037.30 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BEAR | ERTH | |
|---|---|---|
Pros |
| |
Cons |
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BEAR | ERTH |
|---|---|
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 |