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Compare GLOB 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 Barrow Hanley Global Share Active ETF (GLOB) and the Betashares Australian Equities Bear Complex ETF (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GLOB | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,500.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,825.85 | $1,622.82 |
Average age group | > 35 | 26 - 35 |
Key Summary
GLOB | BEAR | |
|---|---|---|
Strategy | GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods. | 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 | Bank of Nova Scotia (3.33 %) Standard Chartered PLC (2.77 %) Sanofi SA (2.55 %) | SPI 200 FUTURES DEC25 (0 %) AUD - AUSTRALIA DOLLAR (64.21 %) BETASHARES AUSTRALIAN CASH PLUS FUND (18.62 %) |
Top 3 industries | Health Care (22.78 %) Financials (21.23 %) Industrials (19.81 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (51.22 %) France (7.50 %) Canada (7.35 %) | |
Management fee | 0.99 % | 1.38 % |
Key Summary
GLOB | BEAR | |
|---|---|---|
Issuer | Barrow Hanley | BetaShares |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 1.38 % |
Price | $4.95 | $7.31 |
Size | N/A | $54.156 million |
10Y return | N/A | -60.21 % |
Annual distribution yield (5Y) | 6.39 % | 0.46 % |
Market | ASX | ASX |
First listed date | 05/06/2022 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GLOB | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,500.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,825.85 | $1,622.82 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GLOB | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
GLOB | 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 |