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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the L1 Capital International (Unhedged) Active ETF (L1IF) and the Betashares Australian Equities Bear Complex ETF (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $7,866.82 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,780.44 | $1,667.22 |
Average age group | 26 - 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 | Microsoft Corp (9.07 %) AerCap Holdings NV (8.99 %) Amazon.com Inc (7.81 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (55.79 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.25 %) |
Top 3 industries | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (90.45 %) France (3.54 %) Spain (2.79 %) | |
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 | $5.88 | $7.51 |
Size | N/A | $34.196 million |
10Y return | N/A | -57.28 % |
Annual distribution yield (5Y) | 2.46 % | 0.46 % |
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 | 3 | 2 |
Median incremental investment | $7,866.82 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,780.44 | $1,667.22 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
L1IF | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
L1IF | 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 |