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Compare BEAR vs. GROW
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BEAR and GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | GROW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,175.25 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,649.46 | $516.80 |
Average age group | 26 - 35 | < 26 |
Key Summary
BEAR | GROW | |
|---|---|---|
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). | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim |
Top 3 holdings | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (66.48 %) BETASHARES AUSTRALIAN CASH PLUS FUND (17.44 %) | Schroder Real Return Active ETF (100 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | United States (51.79 %) Australia (19.91 %) Japan (8.50 %) | |
Management fee | 1.38 % | 0.84 % |
Key Summary
BEAR | GROW | |
|---|---|---|
Issuer | BetaShares | Schroder |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.84 % |
Price | $7.43 | $3.80 |
Size | $57.786 million | $59.577 million |
10Y return | -56.93 % | N/A |
Annual distribution/ dividend yield (5Y) | 0.46 % | 3.94 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 16/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | GROW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,175.25 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,649.46 | $516.80 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
BEAR | GROW | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | GROW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |