Compare AU
Compare IZZ 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 FTSE China 50 (IZZ) 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
IZZ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 3 |
Median incremental investment | $2,600.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,048.38 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
IZZ | BEAR | |
|---|---|---|
Strategy | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 376.32m in AUM and 50 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange | 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 | MEITUAN (10.47 %) ALIBABA GROUP HOLDING LTD (8.86 %) TENCENT HOLDINGS LTD (8.29 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (58.33 %) Consumer Discretionary (21.66 %) Communication Services (10.44 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | China (100.00 %) | |
Management fee | 0.74 % | 1.38 % |
Key Summary
IZZ | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | FTSE China 50 Net Tax USD Index | |
Asset class | ETF | ETF |
Management fee | 0.74 % | 1.38 % |
Price | $49.14 | $7.67 |
Size | $338.261 million | $42.599 million |
10Y return | 2.23 % | -58.90 % |
Annual distribution yield (5Y) | 1.97 % | 0.28 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IZZ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 3 |
Median incremental investment | $2,600.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,048.38 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IZZ | BEAR | |
|---|---|---|
Pros |
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Cons |
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IZZ | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |