Compare AU
Compare L1IF 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, shares and ETFs are a popular choice. Two options in the ASX are L1IF and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $30,000.00 | $1,175.25 |
Median investment frequency | Daily | Monthly |
Median total investment | $32,244.87 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
L1IF | BEAR | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 | L1 Capital International Fund (Managed Fund) (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 | 1.2 % | 1.38 % |
Key Summary
L1IF | BEAR | |
|---|---|---|
Issuer | L1 Capital | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 1.38 % |
Price | $6.59 | $7.67 |
Size | N/A | $50.186 million |
10Y return | N/A | -58.90 % |
Annual dividend/ distribution yield (5Y) | 0.18 % | 0.28 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $30,000.00 | $1,175.25 |
Median investment frequency | Daily | Monthly |
Median total investment | $32,244.87 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
L1IF | BEAR | |
|---|---|---|
Pros |
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Cons |
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L1IF | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |