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Compare DAOR vs. BEAR

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

Aoris Int Fund (Class D) (Hedged) (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DAOR and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DAOR

BEAR

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$3,993.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$9,456.30

$2,255.52

Average age group

> 35

26 - 35


Key Summary

DAOR

BEAR

Strategy

DAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed.

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

Aoris Int Fund (Class D) (Hedged) (Managed Fund) (100 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

1.15 %

1.38 %


Key Summary

DAOR

BEAR

Issuer

AORIS

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.15 %

1.38 %

Price

$1.90

$7.62

Size

N/A

$42.599 million

10Y return

N/A

-58.86 %

Annual dividend/ distribution yield (5Y)

- %

0.28 %

Market

ASX

ASX

First listed date

30/04/2023

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

DAOR

BEAR

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$3,993.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$9,456.30

$2,255.52

Average age group

> 35

26 - 35


Pros and Cons

DAOR

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

DAOR

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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