Compare AU
Compare IVV 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 US 500 (IVV) 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
IVV | BEAR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | BEAR | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 1.38 % |
Key Summary
IVV | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 1.38 % |
Price | $63.52 | $7.67 |
Size | $10.979 billion | $50.186 million |
10Y return | 287.25 % | -58.90 % |
Annual distribution yield (5Y) | 13.82 % | 0.28 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | BEAR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
IVV | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |