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Compare AU

Compare BEAR vs. IYLD

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

Betashares Australian Equities Bear Complex ETF

ASX

Buy

Buy

iShares Yield Plus ETF

ASX

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 Yield Plus ETF (IYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BEAR

IYLD

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$1,175.25

$199.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,660.56

$1,913.49

Average age group

26 - 35

26 - 35

Key Summary

BEAR

IYLD

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).

IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 64.96m in AUM and 132 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC).

Top 3 holdings

SPI 200 FUTURES SEP25 (0 %)

AUD - AUSTRALIA DOLLAR (66.48 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (17.44 %)

AUD CASH (2.49 %)

LIBERTY FINANCIAL PTY LTD MTN RegS (1.46 %)

NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.44 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Other (98.80 %)

Financials (1.15 %)

Consumer Discretionary (1.10 %)

Top 3 countries

Management fee

1.38 %

0.12 %

Key Summary

BEAR

IYLD

Issuer

BetaShares

iShares

Tracking index

Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD

Asset class

ETF

ETF

Management fee

1.38 %

0.12 %

Price

$7.48

$100.20

Size

$57.786 million

$65.365 million

10Y return

-56.76 %

N/A

Annual distribution yield (5Y)

0.46 %

2.18 %

Market

ASX

ASX

First listed date

09/07/2012

28/05/2020

Purchase fee

$6.50

$6.50

Community Stats

BEAR

IYLD

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$1,175.25

$199.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,660.56

$1,913.49

Average age group

26 - 35

26 - 35

Pros and Cons

BEAR

IYLD

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BEAR

IYLD

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield