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Compare BEAR vs. VISM
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 International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 273 |
Median incremental investment | $1,175.25 | $1,192.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,658.34 | $2,687.49 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BEAR | VISM | |
|---|---|---|
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). | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0.32 % |
Key Summary
BEAR | VISM | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI World ex AU Small Cap | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.32 % |
Price | $7.47 | $68.91 |
Size | $39.345 million | N/A |
10Y return | -55.85 % | N/A |
Annual distribution yield (5Y) | 0.69 % | 4.03 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 273 |
Median incremental investment | $1,175.25 | $1,192.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,658.34 | $2,687.49 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BEAR | VISM | |
|---|---|---|
Pros |
| |
Cons |
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BEAR | VISM |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |