Compare AU

Compare EBND vs. BEAR

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

J.P. Morgan Emerging Markets Bonds (50/50 hedged)

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 EBND and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EBND

BEAR

Popularity

Low

Low

Pearlers invested

12

3

Median incremental investment

$1,000.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$1,516.11

$2,255.52

Average age group

> 35

26 - 35


Key Summary

EBND

BEAR

Strategy

EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark

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

J.P. Morgan Emerging Markets Bonds (50/50 hedged) (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

0.95 %

1.38 %


Key Summary

EBND

BEAR

Issuer

VanEck

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.95 %

1.38 %

Price

$10.42

$7.62

Size

$170.273 million

$42.599 million

10Y return

N/A

-58.86 %

Annual dividend/ distribution yield (5Y)

5.17 %

0.28 %

Market

ASX

ASX

First listed date

13/02/2020

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

EBND

BEAR

Popularity

Low

Low

Pearlers invested

12

3

Median incremental investment

$1,000.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$1,516.11

$2,255.52

Average age group

> 35

26 - 35


Pros and Cons

EBND

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EBND

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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