Compare AU

Compare LNAS vs. BEAR

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

Nasdaq 100 Long Hedge Fund

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 LNAS and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LNAS

BEAR

Popularity

Low

Low

Pearlers invested

70

3

Median incremental investment

$1,000.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$3,351.00

$2,255.52

Average age group

> 35

26 - 35


Key Summary

LNAS

BEAR

Strategy

LNAS.AX was created on 2020-07-13 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS Ultra Long Nasdaq 100 Hedge Fund (ASX Code: LNAS.AX) is an exchange traded managed fund that aims to provide investors with geared returns that are positively related to the returns of the Nasdaq-100 Index. The fund provides exposure to the Nasdaq-100 Index of between 200% and 275% of its net asset value.

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

Nasdaq 100 Long Hedge 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

United States (97.15 %)

Netherlands (0.92 %)

Brazil (0.69 %)

Management fee

1 %

1.38 %


Key Summary

LNAS

BEAR

Issuer

ETFS

BetaShares

Tracking index

NASDAQ-100 Index

Asset class

ETF

ETF

Management fee

1 %

1.38 %

Price

$11.17

$7.62

Size

$85.456 million

$42.599 million

10Y return

N/A

-58.86 %

Annual dividend/ distribution yield (5Y)

18.63 %

0.28 %

Market

ASX

ASX

First listed date

12/07/2020

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

LNAS

BEAR

Popularity

Low

Low

Pearlers invested

70

3

Median incremental investment

$1,000.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$3,351.00

$2,255.52

Average age group

> 35

26 - 35


Pros and Cons

LNAS

BEAR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

LNAS

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

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