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Compare MQIO 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, shares and ETFs are a popular choice. Two options in the ASX are MQIO and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQIO | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,656.12 |
Average age group | N/A | 26 - 35 |
Key Summary
MQIO | BEAR | |
|---|---|---|
Strategy | MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium 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 | Macquarie Income Opportunities Active ETF (100 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (56.02 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.13 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | United States (39.67 %) Australia (37.89 %) United Kingdom of Great Britain and Northern Ireland (21.05 %) | |
Management fee | 0.492 % | 1.38 % |
Key Summary
MQIO | BEAR | |
|---|---|---|
Issuer | Macquarie | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.492 % | 1.38 % |
Price | $10.66 | $7.46 |
Size | N/A | $33.644 million |
10Y return | N/A | -59.78 % |
Annual dividend/ distribution yield (5Y) | 2.39 % | 0.46 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQIO | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,656.12 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MQIO | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
MQIO | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |