Compare AU
Compare IHD 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/ASX Aussie Dividend Opportunities (IHD) 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
IHD | BEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 3 |
Median incremental investment | $644.56 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,334.92 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHD | BEAR | |
---|---|---|
Strategy | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations | 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 | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
Management fee | 0.23 % | 1.38 % |
Key Summary
IHD | BEAR | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.23 % | 1.38 % |
Price | $14.51 | $7.67 |
Size | $313.421 million | $42.599 million |
10Y return | 3.05 % | -58.90 % |
Annual distribution yield (5Y) | 7.42 % | 0.28 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHD | BEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 3 |
Median incremental investment | $644.56 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,334.92 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHD | BEAR | |
---|---|---|
Pros |
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Cons |
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IHD | BEAR |
---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |