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Compare AU

Compare MQAE vs. BEAR

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

Macquarie Core Australian Equity Active ETF

ASX

Buy

Buy

Overview
Performance

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 Macquarie Core Australian Equity Active ETF (MQAE) 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

MQAE

BEAR

Popularity

Low

Low

Pearlers invested

20

2

Median incremental investment

$1,146.75

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,534.70

$1,651.68

Average age group

> 35

26 - 35

Key Summary

MQAE

BEAR

Strategy

MQAE.AX was created on 2024-05-13 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (Index) over the medium to long term (before fees).

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

Commonwealth Bank of Australia (9.59 %)

BHP Group Ltd (7.09 %)

Westpac Banking Corp (4.33 %)

SPI 200 FUTURES DEC25 (0 %)

AUD - AUSTRALIA DOLLAR (64.20 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (18.63 %)

Top 3 industries

Financials (57.24 %)

Materials (14.95 %)

Health Care (9.85 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

0.03 %

1.38 %

Key Summary

MQAE

BEAR

Issuer

Macquarie

BetaShares

Tracking index

S&P/ASX 300 Accumulation Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.03 %

1.38 %

Price

$11.90

$7.44

Size

N/A

$54.058 million

10Y return

N/A

-58.69 %

Annual distribution yield (5Y)

0.90 %

0.46 %

Market

ASX

ASX

First listed date

14/05/2024

09/07/2012

Purchase fee

$6.50

$6.50

Community Stats

MQAE

BEAR

Popularity

Low

Low

Pearlers invested

20

2

Median incremental investment

$1,146.75

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,534.70

$1,651.68

Average age group

> 35

26 - 35

Pros and Cons

MQAE

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MQAE

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield