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Compare BEAR vs. VLUE
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 VanEck MSCI International Value ETF (VLUE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 26 |
Median incremental investment | $1,175.25 | $1,007.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,665.00 | $4,220.96 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | VLUE | |
|---|---|---|
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). | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Cisco Systems Inc (3.79 %) Qualcomm Inc (2.50 %) Micron Technology Inc (2.35 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (51.54 %) Communication Services (25.61 %) Consumer Discretionary (9.67 %) |
Top 3 countries | United States (44.95 %) Japan (21.76 %) United Kingdom of Great Britain and Northern Ireland (7.35 %) | |
Management fee | 1.38 % | 0.4 % |
Key Summary
BEAR | VLUE | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.4 % |
Price | $7.50 | $29.01 |
Size | $38.444 million | $343.856 million |
10Y return | -55.88 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 2.00 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 09/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 26 |
Median incremental investment | $1,175.25 | $1,007.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,665.00 | $4,220.96 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | VLUE | |
|---|---|---|
Pros |
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Cons |
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BEAR | VLUE |
|---|---|
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 |