Compare AU
Compare BEAR vs. H100
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 BetaShares Ftse 100 Currency Hedged ETF (H100). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | H100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $1,175.25 | $767.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,294.00 | $1,599.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | H100 | |
|---|---|---|
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). | N/A |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) | SHELL PLC (9.24 %) ASTRAZENECA PLC (8.01 %) HSBC HOLDINGS PLC (6.44 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (17.65 %) Consumer Staples (17.44 %) Energy (13.29 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0 % |
Key Summary
BEAR | H100 | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.38 % | 0 % |
Price | $7.75 | $10.81 |
Size | $50.162 million | N/A |
10Y return | -56.68 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 0.81 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 24/10/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | H100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $1,175.25 | $767.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,294.00 | $1,599.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | H100 | |
|---|---|---|
Pros |
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Cons |
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BEAR | H100 |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |