Compare AU
Compare BEAR vs. IUSG
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 iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | IUSG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $1,175.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,270.32 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
BEAR | IUSG | |
|---|---|---|
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). | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.26 % |
Key Summary
BEAR | IUSG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.26 % |
Price | $7.67 | $101.38 |
Size | $42.599 million | $6.532 million |
10Y return | -58.90 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 0.67 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 21/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | IUSG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $1,175.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,270.32 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
BEAR | IUSG | |
|---|---|---|
Pros |
| |
Cons |
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BEAR | IUSG |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |