Compare AU
Compare HVST 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 Australian Dividend Harvester Active ETF (HVST) 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
HVST | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 3 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,707.23 | $1,216.56 |
Average age group | > 35 | 26 - 35 |
Key Summary
HVST | BEAR | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 238.49m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | BETASHARES AUSTRALIA 200 ETF (24.61 %) BHP GROUP LTD (8.04 %) CSL LTD (5.09 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (55.37 %) BETASHARES AUS HIGH INTEREST ETF (24.99 %) |
Top 3 industries | Other (33.17 %) Financials (25.66 %) Materials (13.17 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 0.65 % | 1.38 % |
Key Summary
HVST | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.65 % | 1.38 % |
Price | $12.71 | $8.22 |
Size | $239.102 million | $53.061 million |
10Y return | -49.42 % | -50.15 % |
Annual distribution yield (5Y) | 9.03 % | 0.28 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 3 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,707.23 | $1,216.56 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVST | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
HVST | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |