Compare AU
Compare IXJ 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 Global 1200 Healthcare (IXJ) 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
IXJ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,668.00 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IXJ | BEAR | |
|---|---|---|
Strategy | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks | 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 | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.46 % | 1.38 % |
Key Summary
IXJ | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.46 % | 1.38 % |
Price | $139.00 | $7.67 |
Size | $1.414 billion | $50.186 million |
10Y return | 128.07 % | -59.25 % |
Annual distribution yield (5Y) | 1.26 % | 0.28 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXJ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,668.00 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IXJ | BEAR | |
|---|---|---|
Pros |
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Cons |
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IXJ | 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 |