Compare AU

Compare BEAR vs. GPEQ

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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