Compare AU
Compare EMXC 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 iShares MSCI Emerging Markets Ex China ETF (EMXC) 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
EMXC | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $1,628.00 | $1,175.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,111.46 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
EMXC | BEAR | |
|---|---|---|
Strategy | EMXC.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 | ISHARES MSCI EM EX-CHINA UCI USDHD (99.92 %) USD CASH (6.71 %) EUR CASH (0.01 %) | 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 | 0.25 % | 1.38 % |
Key Summary
EMXC | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EM (Emerging Markets) ex China | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 1.38 % |
Price | $27.14 | $7.67 |
Size | $5.711 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | - % | 0.28 % |
Market | ASX | ASX |
First listed date | 12/06/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EMXC | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $1,628.00 | $1,175.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,111.46 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
EMXC | BEAR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
EMXC | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |