Compare AU

Compare BEAR vs. HHIF

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Aussie Bear 200 (geared)

ASX

Buy

Buy

Overview
Performance

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 HHIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BEAR

HHIF

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$1,175.25

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,270.32

$0

Average age group

26 - 35

N/A


Key Summary

BEAR

HHIF

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).

HHIF.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on theme equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified equities portfolio of Shariah Compliant listed companies poised to outperform the broader market

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Hejaz High Innovation Active ETF (100 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

1.38 %

1.55 %


Key Summary

BEAR

HHIF

Issuer

BetaShares

Hejaz

Tracking index

Asset class

ETF

ETF

Management fee

1.38 %

1.55 %

Price

$7.67

$0.98

Size

$50.186 million

N/A

10Y return

-59.25 %

N/A

Annual distribution/ dividend yield (5Y)

0.28 %

- %

Market

ASX

ASX

First listed date

09/07/2012

29/04/2024

Purchase fee

$6.50

$6.50


Community Stats

BEAR

HHIF

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$1,175.25

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,270.32

$0

Average age group

26 - 35

N/A


Pros and Cons

BEAR

HHIF

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

BEAR

HHIF

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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