Back
Compare AU
Compare BEAR vs. MHOT
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,653.90 | $9,775.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | MHOT | |
|---|---|---|
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). | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Huntington Ingalls Industries Inc (3.19 %) Boeing Co (3.09 %) Corteva Inc (3.01 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Other (79.17 %) Industrials (7.13 %) Information Technology (4.63 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 1.38 % | 0.52 % |
Key Summary
BEAR | MHOT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.52 % |
Price | $7.45 | $135.77 |
Size | $37.658 million | $50.105 million |
10Y return | -56.79 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 0.11 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,653.90 | $9,775.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | MHOT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BEAR | MHOT |
|---|---|
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 |