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Compare BEAR vs. U100
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 U100. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 155 |
Median incremental investment | $1,175.25 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,653.90 | $2,948.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | U100 | |
|---|---|---|
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). | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 Index. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Global X Us 100 ETF. (100 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.24 % |
Key Summary
BEAR | U100 | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Global X US 100 Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.24 % |
Price | $7.48 | $15.31 |
Size | $37.658 million | $102.545 million |
10Y return | -56.61 % | N/A |
Annual distribution/ dividend yield (5Y) | 0.28 % | 0.06 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 22/08/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 155 |
Median incremental investment | $1,175.25 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,653.90 | $2,948.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | U100 | |
|---|---|---|
Pros |
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Cons |
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BEAR | U100 |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |