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Compare MCGG vs. BEAR

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

Munro Concentrated Global Growth Active 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 MCGG and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MCGG

BEAR

Popularity

Low

Low

Pearlers invested

6

3

Median incremental investment

$769.85

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$3,090.47

$2,294.00

Average age group

> 35

26 - 35


Key Summary

MCGG

BEAR

Strategy

MCGG.AX was created on 2022-02-03 by Munro. The fund's investment portfolio concentrates primarily on total market equity. To maximise long term capital appreciation primarily through exposure to a concentrated portfolio of growth-oriented equities issued by companies located anywhere in the world, except Australia.

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

Munro Concentrated Global Growth Active 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

0.7 %

1.38 %


Key Summary

MCGG

BEAR

Issuer

Munro

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.7 %

1.38 %

Price

$15.53

$7.75

Size

N/A

$50.162 million

10Y return

N/A

-56.68 %

Annual dividend/ distribution yield (5Y)

1.62 %

0.28 %

Market

ASX

ASX

First listed date

02/02/2022

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

MCGG

BEAR

Popularity

Low

Low

Pearlers invested

6

3

Median incremental investment

$769.85

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$3,090.47

$2,294.00

Average age group

> 35

26 - 35


Pros and Cons

MCGG

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MCGG

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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