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Compare BEAR vs. VGAD
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 MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 523 |
Median incremental investment | $1,175.25 | $2,033.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $9,027.91 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | VGAD | |
|---|---|---|
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). | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 1.38 % | 0.21 % |
Key Summary
BEAR | VGAD | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.21 % |
Price | $7.50 | $108.24 |
Size | $38.444 million | N/A |
10Y return | -56.06 % | 98.31 % |
Annual distribution yield (5Y) | 0.28 % | 3.46 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 523 |
Median incremental investment | $1,175.25 | $2,033.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $9,027.91 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | VGAD | |
|---|---|---|
Pros |
| |
Cons |
|
BEAR | VGAD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |