Compare AU
Compare MQWS 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 MQWS and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQWS | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,221.00 |
Average age group | N/A | 26 - 35 |
Key Summary
MQWS | BEAR | |
|---|---|---|
Strategy | MQWS.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested. | 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 | Mq Walter Scott Glbl Eq Active ETF (Managed Fund) (100 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (55.37 %) BETASHARES AUS HIGH INTEREST ETF (24.99 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.28 % | 1.38 % |
Key Summary
MQWS | BEAR | |
|---|---|---|
Issuer | Macquarie | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.28 % | 1.38 % |
Price | $10.43 | $8.25 |
Size | N/A | $53.061 million |
10Y return | N/A | -50.00 % |
Annual dividend/ distribution yield (5Y) | 2.15 % | 0.28 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQWS | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,221.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MQWS | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
MQWS | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |