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Compare BEAR vs. FCAP
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 Fidelity Global Future Leaders Active ETF (FCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 10 |
Median incremental investment | $996.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,000.16 | $3,963.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | FCAP | |
|---|---|---|
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). | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. |
Top 3 holdings | SPI 200 FUTURES DEC26 (0 %) AUD - AUSTRALIA DOLLAR (52.06 %) BETASHARES AUSTRALIAN CASH PLUS FUND (25.22 %) | Comfort Systems USA Inc (3.40 %) Interactive Brokers Group Inc Class A (2.96 %) CBRE Group Inc Class A (2.81 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | |
Management fee | 1.38 % | 1.1 % |
Key Summary
BEAR | FCAP | |
|---|---|---|
Issuer | BetaShares | Fidelity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 1.1 % |
Price | $7.52 | $11.26 |
Size | $31.731 million | $7.323 million |
10Y return | -53.09 % | N/A |
Annual distribution yield (5Y) | 0.35 % | 3.04 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 10 |
Median incremental investment | $996.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,000.16 | $3,963.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | FCAP | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | FCAP |
|---|---|
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 |