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Compare AU

Compare BEAR vs. WDMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Betashares Australian Equities Bear Complex ETF

ASX

Buy

Buy

iShares World Equity Factor ETF

ASX

Overview
Performance

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 iShares World Equity Factor ETF (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BEAR

WDMF

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$1,175.25

$11,496.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,653.90

$11,085.30

Average age group

26 - 35

26 - 35

Key Summary

BEAR

WDMF

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).

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

SPI 200 FUTURES JUN25 (0 %)

AUD - AUSTRALIA DOLLAR (53.44 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %)

APPLE INC (5.02 %)

NVIDIA CORP (4.24 %)

MICROSOFT CORP (4.12 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Information Technology (25.61 %)

Financials (16.29 %)

Consumer Discretionary (13.05 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

1.38 %

0.35 %

Key Summary

BEAR

WDMF

Issuer

BetaShares

iShares

Tracking index

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

1.38 %

0.35 %

Price

$7.45

$49.05

Size

$37.658 million

$165.495 million

10Y return

-56.79 %

N/A

Annual distribution yield (5Y)

0.28 %

4.98 %

Market

ASX

ASX

First listed date

09/07/2012

14/10/2016

Purchase fee

$6.50

$6.50

Community Stats

BEAR

WDMF

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$1,175.25

$11,496.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,653.90

$11,085.30

Average age group

26 - 35

26 - 35

Pros and Cons

BEAR

WDMF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BEAR

WDMF

Lower exposure to AU market

Higher exposure to AU market

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