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Compare ETHI vs. BEAR

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

BetaShares Global Sustainability Leaders ETF

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 BetaShares Global Sustainability Leaders ETF (ETHI) 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

ETHI

BEAR

Popularity

Medium

Low

Pearlers invested

3,377

3

Median incremental investment

$793.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,135.76

$2,294.00

Average age group

26 - 35

26 - 35


Key Summary

ETHI

BEAR

Strategy

ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible 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

NVIDIA CORP (5.40 %)

APPLE INC (5.28 %)

VISA INC (3.73 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Information Technology (27.64 %)

Other (23.81 %)

Financials (18.23 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

United States (78.50 %)

Japan (7.27 %)

Netherlands (3.56 %)

Management fee

0.59 %

1.38 %


Key Summary

ETHI

BEAR

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Future Global Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

0.59 %

1.38 %

Price

$16.18

$7.75

Size

$3.562 billion

$50.162 million

10Y return

N/A

-55.97 %

Annual distribution yield (5Y)

5.48 %

0.28 %

Market

ASX

ASX

First listed date

09/01/2017

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

ETHI

BEAR

Popularity

Medium

Low

Pearlers invested

3,377

3

Median incremental investment

$793.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,135.76

$2,294.00

Average age group

26 - 35

26 - 35


Pros and Cons

ETHI

BEAR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ETHI

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

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