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Compare BEAR vs. TBIL
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 1-3 Month Us Treasury Bond ETF (TBIL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | TBIL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $687.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $1,030.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | TBIL | |
|---|---|---|
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). | TBIL.AX was created on 2023-05-16 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 142.95m in AUM and 18 holdings. TBIL.AX invests in a portfolio of US dollar denominated Treasury Bills issued by the US Government with a maturity ranging from 1-3 months with the aim of providing investment returns (before fees and costs) that closely track the returns of the Index |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | United States Treasury Bills (10.95 %) United States Treasury Bills (9.05 %) United States Treasury Bills (8.02 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.22 % |
Key Summary
BEAR | TBIL | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Bloomberg 1-3 Month U.S. Treasury Bill Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.22 % |
Price | $7.49 | $51.52 |
Size | $38.444 million | $141.950 million |
10Y return | -56.12 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 1.93 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | TBIL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $687.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $1,030.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | TBIL | |
|---|---|---|
Pros |
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Cons |
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BEAR | TBIL |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |