Compare AU
Compare HVLU 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, shares and ETFs are a popular choice. Two options in the ASX are HVLU and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,294.00 |
Average age group | N/A | 26 - 35 |
Key Summary
HVLU | BEAR | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in 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 | VanEck MSCI International Value (Aud Hedged) ETF (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 | 0.29 % | 1.38 % |
Key Summary
HVLU | BEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 1.38 % |
Price | $26.43 | $7.75 |
Size | $5.250 million | $50.162 million |
10Y return | N/A | -55.97 % |
Annual dividend/ distribution yield (5Y) | 0.78 % | 0.28 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,294.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
HVLU | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
HVLU | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |