Compare AU

Compare DJRE vs. BEAR

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

SPDR Dow Jones Global Real Estate Esg Fund

ASX

Buy

Buy

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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE) 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

DJRE

BEAR

Popularity

Low

Low

Pearlers invested

118

3

Median incremental investment

$1,038.02

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$3,951.26

$2,279.20

Average age group

> 35

26 - 35


Key Summary

DJRE

BEAR

Strategy

DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities 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

Prologis Inc (7.73 %)

Equinix Inc (6.01 %)

Welltower Inc (5.12 %)

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (55.37 %)

BETASHARES AUS HIGH INTEREST ETF (24.99 %)

Top 3 industries

Real Estate (100.00 %)

Other (5.20 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

United States (73.60 %)

Japan (8.31 %)

United Kingdom of Great Britain and Northern Ireland (3.22 %)

Management fee

0.2 %

1.38 %


Key Summary

DJRE

BEAR

Issuer

SPDR

BetaShares

Tracking index

DJ Global Select Real Estate Securities Index (RESI)

Asset class

ETF

ETF

Management fee

0.2 %

1.38 %

Price

$21.77

$7.70

Size

$435.721 million

$51.500 million

10Y return

6.04 %

-57.76 %

Annual distribution yield (5Y)

3.58 %

0.28 %

Market

ASX

ASX

First listed date

04/11/2013

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

DJRE

BEAR

Popularity

Low

Low

Pearlers invested

118

3

Median incremental investment

$1,038.02

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$3,951.26

$2,279.20

Average age group

> 35

26 - 35


Pros and Cons

DJRE

BEAR

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

DJRE

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

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