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Compare BEAR vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $1,175.25 | $1,776.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $5,859.49 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BEAR | VEFI | |
|---|---|---|
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). | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) – AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Financials (0.00 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0.26 % |
Key Summary
BEAR | VEFI | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.26 % |
Price | $7.49 | $42.77 |
Size | $38.444 million | $4.306 million |
10Y return | -56.07 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 3.49 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $1,175.25 | $1,776.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $5,859.49 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BEAR | VEFI | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | VEFI |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |