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Compare BEAR vs. GMVW
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 VanEck Geared Australian Equal Weight Complex ETF (GMVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 12 |
Median incremental investment | $1,000.00 | $1,045.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,059.37 | $7,008.76 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BEAR | GMVW | |
|---|---|---|
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). | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (54.59 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.88 %) | VanEck Australian Equal Wt ETF (217.70 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 1.38 % | 0.35 % |
Key Summary
BEAR | GMVW | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.35 % |
Price | $7.51 | $38.06 |
Size | $33.153 million | $40.200 million |
10Y return | -56.00 % | N/A |
Annual distribution yield (5Y) | 0.46 % | 4.96 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 28/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 12 |
Median incremental investment | $1,000.00 | $1,045.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,059.37 | $7,008.76 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BEAR | GMVW | |
|---|---|---|
Pros |
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Cons |
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BEAR | GMVW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |