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Compare AU

Compare BEAR vs. IESG

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

Betashares Australian Equities Bear Complex ETF

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 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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