Compare AU
Compare ILB 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 Bloomberg AusBond Government Inflation (ILB) 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
ILB | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,363.22 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,287.40 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
ILB | BEAR | |
|---|---|---|
Strategy | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %) AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | ||
Management fee | 0.18 % | 1.38 % |
Key Summary
ILB | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 1.38 % |
Price | $126.10 | $7.62 |
Size | $871.952 million | $42.599 million |
10Y return | 12.15 % | -58.86 % |
Annual distribution yield (5Y) | 1.14 % | 0.28 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ILB | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,363.22 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,287.40 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ILB | BEAR | |
|---|---|---|
Pros |
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Cons |
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ILB | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |