Compare AU
Compare DGGF 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 Ethical Diversified Growth ETF (DGGF) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGGF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 3 |
Median incremental investment | $990.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.00 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGGF | BEAR | |
|---|---|---|
Strategy | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations | 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 | BETASHARES SUSTAINABILITY LEAD (30.71 %) BETASHARES GLOBAL SUSTAINABILI (30.15 %) BETASHARES AUSTRALIAN SUSTAINA (25.95 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.70 %) Communication Services (0.30 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) | |
Management fee | 0.26 % | 1.38 % |
Key Summary
DGGF | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.26 % | 1.38 % |
Price | $28.98 | $7.63 |
Size | $49.953 million | $42.599 million |
10Y return | N/A | -59.11 % |
Annual distribution yield (5Y) | 4.05 % | 0.28 % |
Market | ASX | ASX |
First listed date | 09/12/2019 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGGF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 3 |
Median incremental investment | $990.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.00 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGGF | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
DGGF | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |