Compare AU
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 S&P Aussie Bear 200 (geared) (BEAR) and the WCM Quality Global Growth Fund (Quoted Managed Fund) (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 | 3 | 1 |
Median incremental investment | $1,175.25 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,240.72 | $1,482.04 |
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 SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
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 | $7.62 | $10.86 |
Size | $42.599 million | $383.482 million |
10Y return | -58.92 % | N/A |
Annual distribution yield (5Y) | 0.28 % | 3.86 % |
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 | 3 | 1 |
Median incremental investment | $1,175.25 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,240.72 | $1,482.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | WCMQ | |
|---|---|---|
Pros |
| |
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 |