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Compare BEAR vs. WCMQ
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 WCM Quality Global Growth Fund - Active ETF (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $1,175.25 | $592.03 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,667.22 | $1,040.04 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | WCMQ | |
|---|---|---|
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). | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (57.41 %) BETASHARES AUSTRALIAN CASH PLUS FUND (22.40 %) | AppLovin Corp Ordinary Shares - Class A (9.36 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.95 %) Siemens Energy AG Ordinary Shares (4.74 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) | |
Management fee | 1.38 % | 1.25 % |
Key Summary
BEAR | WCMQ | |
|---|---|---|
Issuer | BetaShares | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 1.25 % |
Price | $7.49 | $9.74 |
Size | $35.544 million | $385.630 million |
10Y return | -57.35 % | N/A |
Annual distribution yield (5Y) | 0.46 % | 11.81 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $1,175.25 | $592.03 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,667.22 | $1,040.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | WCMQ | |
|---|---|---|
Pros |
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Cons |
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BEAR | WCMQ |
|---|---|
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 |