Compare AU
Compare IEU 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 S&P Europe 350 Large-Caps (IEU) 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
IEU | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,123.00 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IEU | BEAR | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets | 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 | ISHARES EUROPE ETF TRUST (99.88 %) AUD CASH (0.11 %) USD CASH (0.02 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.73 %) Switzerland (16.15 %) France (15.81 %) | |
Management fee | 0.59 % | 1.38 % |
Key Summary
IEU | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Europe 350 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 1.38 % |
Price | $84.92 | $7.67 |
Size | $735.335 million | $50.186 million |
10Y return | 64.29 % | -58.90 % |
Annual distribution yield (5Y) | 2.40 % | 0.28 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,123.00 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IEU | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
IEU | 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 |