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Compare IKO 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 iShares MSCI South Korea ETF (IKO) 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
IKO | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $992.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $897.68 | $1,653.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
IKO | BEAR | |
|---|---|---|
Strategy | IKO.AX was created on 2000-05-09 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Korea 25/50 Index, before fees and expenses. The index is designed to measure the performance of Korean large-, mid- & small- capitalisation companies | 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 | SAMSUNG ELECTRONICS LTD (22.24 %) SK HYNIX INC (9.83 %) KB FINANCIAL GROUP INC (2.80 %) | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (66.48 %) BETASHARES AUSTRALIAN CASH PLUS FUND (17.44 %) |
Top 3 industries | Information Technology (35.74 %) Industrials (17.63 %) Financials (12.57 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Korea (100.00 %) | |
Management fee | 0.59 % | 1.38 % |
Key Summary
IKO | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Korea 25/50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 1.38 % |
Price | $112.21 | $7.45 |
Size | $142.974 million | $57.786 million |
10Y return | 52.19 % | -57.23 % |
Annual distribution yield (5Y) | 1.32 % | 0.46 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IKO | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $992.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $897.68 | $1,653.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IKO | BEAR | |
|---|---|---|
Pros |
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Cons |
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IKO | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |