Compare AU

Compare BEAR vs. GOVT

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Australian Equities Bear (Hedge Fund) (BEAR) and the SPDR S&P/ASX Australian Government Bond Fund (GOVT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BEAR

GOVT

Popularity

Low

Low

Pearlers invested

3

5

Median incremental investment

$1,175.25

$123.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,294.00

$2,028.60

Average age group

26 - 35

> 35


Key Summary

BEAR

GOVT

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).

GOVT.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Government Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Government Bond Index.

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Australia (Commonwealth of) 4.5% (2.63 %)

Australia (Commonwealth of) 4.75% (2.58 %)

Australia (Commonwealth of) 1% (2.57 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

1.38 %

0.1 %


Key Summary

BEAR

GOVT

Issuer

BetaShares

SPDR

Tracking index

S&P/ASX Government Bond Index - AUD

Asset class

ETF

ETF

Management fee

1.38 %

0.1 %

Price

$7.75

$24.15

Size

$50.162 million

$53.257 million

10Y return

-55.97 %

-7.40 %

Annual distribution yield (5Y)

0.28 %

1.66 %

Market

ASX

ASX

First listed date

09/07/2012

27/07/2012

Purchase fee

$6.50

$6.50


Community Stats

BEAR

GOVT

Popularity

Low

Low

Pearlers invested

3

5

Median incremental investment

$1,175.25

$123.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,294.00

$2,028.60

Average age group

26 - 35

> 35


Pros and Cons

BEAR

GOVT

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BEAR

GOVT

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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