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Compare BEAR vs. USTB
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 USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,676.10 | $571.02 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | USTB | |
|---|---|---|
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). | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.19 % |
Key Summary
BEAR | USTB | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.19 % |
Price | $7.47 | $9.25 |
Size | $39.345 million | N/A |
10Y return | -55.40 % | N/A |
Annual distribution/ dividend yield (5Y) | 0.69 % | 1.99 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $1,175.25 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,676.10 | $571.02 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | USTB | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | USTB |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |