Compare AU

Compare JHGA vs. BEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpm Gbl Equity Premium Income Hedged Complex ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JHGA and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JHGA

BEAR

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$1,175.25

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,270.32

Average age group

N/A

26 - 35


Key Summary

JHGA

BEAR

Strategy

N/A

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

Jpm Gbl Equity Premium Income Hedged Complex ETF (100 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

0 %

1.38 %


Key Summary

JHGA

BEAR

Issuer

BetaShares

Tracking index

Asset class

Stock

ETF

Management fee

0 %

1.38 %

Price

$51.51

$7.67

Size

N/A

$50.186 million

10Y return

N/A

-58.90 %

Annual dividend/ distribution yield (5Y)

0.41 %

0.28 %

Market

ASX

ASX

First listed date

31/07/2024

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

JHGA

BEAR

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$1,175.25

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,270.32

Average age group

N/A

26 - 35


Pros and Cons

JHGA

BEAR

Pros

  • Higher price growth

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

JHGA

BEAR

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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