Compare AU
Compare ISEC 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 Bank Bills Enhanced Cash (ISEC) 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
ISEC | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $1,096.75 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,207.44 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ISEC | BEAR | |
|---|---|---|
Strategy | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. | 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 | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | ||
Management fee | 0.12 % | 1.38 % |
Key Summary
ISEC | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Bank Bill Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.12 % | 1.38 % |
Price | $100.62 | $7.67 |
Size | $253.699 million | $50.186 million |
10Y return | N/A | -59.25 % |
Annual distribution yield (5Y) | 2.05 % | 0.28 % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISEC | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $1,096.75 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,207.44 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISEC | BEAR | |
|---|---|---|
Pros |
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Cons |
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ISEC | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |