Compare AU
Compare GPEQ 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 VanEck Global Listed Private Equity ETF (GPEQ) 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
GPEQ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 3 |
Median incremental investment | $795.59 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.77 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
GPEQ | BEAR | |
|---|---|---|
Strategy | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. | 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 | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Financials (100.00 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 0.65 % | 1.38 % |
Key Summary
GPEQ | BEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 1.38 % |
Price | $26.01 | $7.67 |
Size | $43.162 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 1.49 % | 0.28 % |
Market | ASX | ASX |
First listed date | 24/11/2021 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GPEQ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 3 |
Median incremental investment | $795.59 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.77 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GPEQ | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
GPEQ | 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 |