Compare AU
Compare BEAR vs. GPEQ
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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 29 |
Median incremental investment | $1,175.25 | $796.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,231.84 | $2,079.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | GPEQ | |
|---|---|---|
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). | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) | KKR & Co Inc Ordinary Shares (8.77 %) Blackstone Inc (8.47 %) Apollo Global Management Inc Class A (8.06 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (100.00 %) |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 1.38 % | 0.65 % |
Key Summary
BEAR | GPEQ | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.65 % |
Price | $7.54 | $25.36 |
Size | $42.599 million | $43.162 million |
10Y return | -58.84 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 1.49 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 29 |
Median incremental investment | $1,175.25 | $796.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,231.84 | $2,079.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | GPEQ | |
|---|---|---|
Pros |
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Cons |
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BEAR | GPEQ |
|---|---|
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 |