Back
Compare AU
Compare BEAR vs. ETHI
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 Global Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,605 |
Median incremental investment | $1,175.25 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,676.10 | $2,099.25 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BEAR | ETHI | |
|---|---|---|
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). | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | KRW - KOREAN WON (0 %) BROADCOM INC (5.73 %) NVIDIA CORP (5.12 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (28.79 %) Other (25.97 %) Financials (17.39 %) |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | |
Management fee | 1.38 % | 0.59 % |
Key Summary
BEAR | ETHI | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.59 % |
Price | $7.47 | $15.67 |
Size | $39.345 million | $3.503 billion |
10Y return | -55.40 % | N/A |
Annual distribution yield (5Y) | 0.69 % | 5.24 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,605 |
Median incremental investment | $1,175.25 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,676.10 | $2,099.25 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BEAR | ETHI | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | ETHI |
|---|---|
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 |