Compare AU
Compare HEUR 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 BetaShares Europe ETF-Currency Hedged (HEUR) 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
HEUR | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 3 |
Median incremental investment | $1,226.66 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HEUR | BEAR | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | 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 (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | |
Management fee | 0.56 % | 1.38 % |
Key Summary
HEUR | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.56 % | 1.38 % |
Price | $14.51 | $7.67 |
Size | $44.235 million | $50.186 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 5.82 % | 0.28 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 3 |
Median incremental investment | $1,226.66 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HEUR | BEAR | |
|---|---|---|
Pros |
| |
Cons |
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HEUR | 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 |