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Compare BEAR vs. IISV
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 Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $1,175.25 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,676.10 | $5,262.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | IISV | |
|---|---|---|
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). | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (40.52 %) Other (34.18 %) Communication Services (17.53 %) |
Top 3 countries | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) | |
Management fee | 1.38 % | 0.97 % |
Key Summary
BEAR | IISV | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.97 % |
Price | $7.55 | $3.68 |
Size | $39.345 million | N/A |
10Y return | -54.93 % | N/A |
Annual distribution yield (5Y) | 0.69 % | 0.36 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $1,175.25 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,676.10 | $5,262.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | IISV | |
|---|---|---|
Pros |
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Cons |
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BEAR | IISV |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |