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Compare BEAR vs. R3AL
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 Martin Currie Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,175.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,660.56 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
BEAR | R3AL | |
|---|---|---|
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). | R3AL.AX was created on 2025-01-28 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (66.48 %) BETASHARES AUSTRALIAN CASH PLUS FUND (17.44 %) | Scentre Group (6.39 %) Digital Realty Trust Inc (5.67 %) APA Group (5.43 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Real Estate (61.17 %) Industrials (19.61 %) Utilities (11.57 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0 % |
Key Summary
BEAR | R3AL | |
|---|---|---|
Issuer | BetaShares | Martin Currie |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0 % |
Price | $7.48 | $1.55 |
Size | $57.786 million | N/A |
10Y return | -56.03 % | N/A |
Annual distribution yield (5Y) | 0.46 % | 2.98 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,175.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,660.56 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
BEAR | R3AL | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | R3AL |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |