Compare AU
Compare BEAR vs. GOVT
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 (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 |
| |
Cons |
|
BEAR | GOVT |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |