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Compare BEAR vs. VTS
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 US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,077 |
Median incremental investment | $1,175.25 | $1,293.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $4,974.64 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | VTS | |
|---|---|---|
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 U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) | |
Management fee | 1.38 % | 0.03 % |
Key Summary
BEAR | VTS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.03 % |
Price | $7.49 | $452.87 |
Size | $38.444 million | $29.694 million |
10Y return | -56.76 % | 221.53 % |
Annual distribution yield (5Y) | 0.28 % | 1.26 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,077 |
Median incremental investment | $1,175.25 | $1,293.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,662.78 | $4,974.64 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | VTS | |
|---|---|---|
Pros |
| |
Cons |
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BEAR | VTS |
|---|---|
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 |