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Compare BEAR vs. IESG
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 Complex ETF (BEAR) and the iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 61 |
Median incremental investment | $1,175.25 | $1,862.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,660.56 | $6,870.92 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BEAR | IESG | |
|---|---|---|
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). | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 359.25m in AUM and 82 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (66.48 %) BETASHARES AUSTRALIAN CASH PLUS FUND (17.44 %) | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 1.38 % | 0.01 % |
Key Summary
BEAR | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.01 % |
Price | $7.48 | $32.41 |
Size | $57.786 million | $361.627 million |
10Y return | -56.03 % | N/A |
Annual distribution yield (5Y) | 0.46 % | 2.27 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 61 |
Median incremental investment | $1,175.25 | $1,862.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,660.56 | $6,870.92 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BEAR | IESG | |
|---|---|---|
Pros |
| |
Cons |
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BEAR | IESG |
|---|---|
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 |