Compare AU

Compare IHD vs. BEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P/ASX Aussie Dividend Opportunities

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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