Compare AU

Compare BEAR vs. H100

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 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

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

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

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