Compare AU

Compare MMKT vs. BEAR

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

BetaShares Aust. Cash Plus Fund (Managed 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 MMKT and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MMKT

BEAR

Popularity

Low

Low

Pearlers invested

11

3

Median incremental investment

$3,477.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$551.10

$2,258.48

Average age group

26 - 35

26 - 35


Key Summary

MMKT

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

BetaShares Aust. Cash Plus 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

0 %

1.38 %


Key Summary

MMKT

BEAR

Issuer

BetaShares

Tracking index

Asset class

Stock

ETF

Management fee

0 %

1.38 %

Price

$50.12

$7.67

Size

N/A

$42.599 million

10Y return

N/A

-58.90 %

Annual dividend/ distribution yield (5Y)

0.97 %

0.28 %

Market

ASX

ASX

First listed date

23/11/2023

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

MMKT

BEAR

Popularity

Low

Low

Pearlers invested

11

3

Median incremental investment

$3,477.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$551.10

$2,258.48

Average age group

26 - 35

26 - 35


Pros and Cons

MMKT

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

MMKT

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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