Compare AU
Compare ESGI 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 MSCI Global Sustainable (ESGI) 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
ESGI | BEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 3 |
Median incremental investment | $743.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,918.11 | $2,240.72 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ESGI | BEAR | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.55 % | 1.38 % |
Key Summary
ESGI | BEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 1.38 % |
Price | $37.47 | $7.62 |
Size | $202.822 million | $42.599 million |
10Y return | N/A | -58.92 % |
Annual distribution yield (5Y) | 3.26 % | 0.28 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | BEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 3 |
Median incremental investment | $743.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,918.11 | $2,240.72 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ESGI | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
ESGI | BEAR |
|---|---|
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 |