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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 S&P Aussie Bear 200 (geared) (BEAR) and the Betashares S&P Global High Dividend Aristocrat 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 | 4 | 108 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,053.75 | $1,402.80 |
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. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (54.67 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.84 %) | MSCI WORLD INDEX JUN26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.00 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | |
Management fee | 1.38 % | 0.45 % |
Key Summary
BEAR | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.45 % |
Price | $7.50 | $20.04 |
Size | $33.153 million | $95.812 million |
10Y return | -56.06 % | N/A |
Annual distribution yield (5Y) | 0.46 % | 4.48 % |
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 | 4 | 108 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,053.75 | $1,402.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | INCM | |
|---|---|---|
Pros |
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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 |