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Compare BEAR vs. INCM
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 Betashares Global Income Leaders ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $1,175.25 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,669.44 | $4,781.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | INCM | |
|---|---|---|
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). | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | KRW - KOREAN WON (0 %) MSCI WORLD INDEX SEP25 (0 %) CHORD ENERGY CORP (2.99 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Other (31.50 %) Utilities (20.18 %) Consumer Staples (14.25 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 1.38 % | 0.45 % |
Key Summary
BEAR | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.45 % |
Price | $7.55 | $18.96 |
Size | $39.345 million | $46.530 million |
10Y return | -54.93 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 4.08 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $1,175.25 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,669.44 | $4,781.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | INCM | |
|---|---|---|
Pros |
| |
Cons |
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BEAR | INCM |
|---|---|
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 |