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Compare BEAR vs. US10
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 Betashares Us Treasury Bond 7-10Yr Ch ETF (US10). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,175.25 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $9,539.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | US10 | |
|---|---|---|
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). | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.625% FEB-35 (9.48 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.22 % |
Key Summary
BEAR | US10 | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.22 % |
Price | $7.49 | $50.74 |
Size | $38.444 million | $27.358 million |
10Y return | -56.12 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 0.88 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 25/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,175.25 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $9,539.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | US10 | |
|---|---|---|
Pros |
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Cons |
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BEAR | US10 |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |