Compare AU
Compare CFLO vs. BEAR
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 Global Cash Flow Kings ETF (CFLO) and the BetaShares Australian Equities Bear (Hedge Fund) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CFLO | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 3 |
Median incremental investment | $1,023.46 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,223.63 | $2,294.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
CFLO | BEAR | |
|---|---|---|
Strategy | CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings Index. | 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). |
Top 3 holdings | Costco Wholesale Corp (4.30 %) Berkshire Hathaway Inc Class B (4.20 %) Adobe Inc (4.19 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Information Technology (30.64 %) Consumer Staples (21.08 %) Health Care (17.42 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (73.41 %) Japan (8.36 %) Switzerland (3.49 %) | |
Management fee | 0.4 % | 1.38 % |
Key Summary
CFLO | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.38 % |
Price | $18.58 | $7.75 |
Size | $32.237 million | $50.162 million |
10Y return | N/A | -56.68 % |
Annual distribution yield (5Y) | 0.31 % | 0.28 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CFLO | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 3 |
Median incremental investment | $1,023.46 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,223.63 | $2,294.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CFLO | BEAR | |
|---|---|---|
Pros |
| |
Cons |
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CFLO | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |