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Compare BEAR vs. PAXX
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 Platinum Asia Fund Complex ETF (PAXX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | PAXX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $1,021.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,676.10 | $6,335.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | PAXX | |
---|---|---|
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). | PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Taiwan Semiconductor Manufacturing Co Ltd (8.91 %) Tencent Holdings Ltd (5.52 %) SK Hynix Inc (5.33 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Other (33.56 %) Information Technology (29.90 %) Communication Services (11.59 %) |
Top 3 countries | China (46.18 %) Korea (17.74 %) Taiwan (10.79 %) | |
Management fee | 1.38 % | 1.26 % |
Key Summary
BEAR | PAXX | |
---|---|---|
Issuer | BetaShares | Platinum |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 1.26 % |
Price | $7.55 | $5.00 |
Size | $39.345 million | N/A |
10Y return | -54.93 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 5.11 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | PAXX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $1,021.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,676.10 | $6,335.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | PAXX | |
---|---|---|
Pros |
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Cons |
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BEAR | PAXX |
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Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |