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Compare BEAR vs. MQYM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BEAR and MQYM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | MQYM | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,175.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,662.78 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
BEAR | MQYM | |
---|---|---|
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). | MQYM.AX was created on 2025-02-14 by Macquarie. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees) by investing in a diversified portfolio of fixed income securities, which are generally expected to be higher yielding than traditional fixed income investments. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Macquarie Global Yield Maximiser Active ETF (100 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0 % |
Key Summary
BEAR | MQYM | |
---|---|---|
Issuer | BetaShares | Macquarie |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0 % |
Price | $7.49 | $49.81 |
Size | $38.444 million | N/A |
10Y return | -56.12 % | N/A |
Annual distribution/βdividend yield (5Y) | 0.28 % | 0.44 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 18/02/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | MQYM | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,175.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,662.78 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
BEAR | MQYM | |
---|---|---|
Pros |
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Cons |
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BEAR | MQYM |
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Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |