Compare AU

Compare BEAR vs. FASI

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Equities Bear (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BEAR and FASI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BEAR

FASI

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$1,175.25

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,231.84

$2,225.64

Average age group

26 - 35

26 - 35


Key Summary

BEAR

FASI

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).

FASI.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI All Country Asia ex-Japan Index NR over the medium to long term

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Fidelity Asia Active ETF (100 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

1.38 %

1.16 %


Key Summary

BEAR

FASI

Issuer

BetaShares

Fidelity

Tracking index

Asset class

ETF

ETF

Management fee

1.38 %

1.16 %

Price

$7.55

$10.91

Size

$42.599 million

$3.159 million

10Y return

-58.74 %

N/A

Annual distribution/ dividend yield (5Y)

0.28 %

0.59 %

Market

ASX

ASX

First listed date

09/07/2012

30/05/2024

Purchase fee

$6.50

$6.50


Community Stats

BEAR

FASI

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$1,175.25

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,231.84

$2,225.64

Average age group

26 - 35

26 - 35


Pros and Cons

BEAR

FASI

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BEAR

FASI

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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