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Compare ETPMPT vs. BEAR

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

Physical Platinum

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

Community Stats

ETPMPT

BEAR

Popularity

Low

Low

Pearlers invested

8

3

Median incremental investment

$575.00

$1,175.25

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,883.70

$2,270.32

Average age group

26 - 35

26 - 35


Key Summary

ETPMPT

BEAR

Strategy

ETPMPT.AX was created on 2009-01-02 by ETFS. The fund's investment portfolio concentrates primarily on platinum commodities. ETFS Physical Platinum (ETPMPT.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical platinum by providing a return equivalent to the movements in the platinum spot price less the applicable management fee.

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

Physical Platinum (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

0.49 %

1.38 %


Key Summary

ETPMPT

BEAR

Issuer

ETFS

BetaShares

Tracking index

LBMA Platinum Spot Price AUD

Asset class

ETF

ETF

Management fee

0.49 %

1.38 %

Price

$136.27

$7.67

Size

$21.919 million

$42.599 million

10Y return

-3.50 %

-58.90 %

Annual dividend/ distribution yield (5Y)

- %

0.28 %

Market

ASX

ASX

First listed date

30/01/2009

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

ETPMPT

BEAR

Popularity

Low

Low

Pearlers invested

8

3

Median incremental investment

$575.00

$1,175.25

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,883.70

$2,270.32

Average age group

26 - 35

26 - 35


Pros and Cons

ETPMPT

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

ETPMPT

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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