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Compare MTUM 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Australian Momentum ETF (MTUM) 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
MTUM | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 4 |
Median incremental investment | $633.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,543.99 | $1,045.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
MTUM | 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 | SPI 200 FUTURES JUN26 (0 %) ANZ GROUP HOLDINGS LTD (7.37 %) WESTPAC BANKING CORP (6.99 %) | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (56.03 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.13 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | ||
Management fee | 0 % | 1.38 % |
Key Summary
MTUM | BEAR | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 1.38 % |
Price | $28.44 | $7.46 |
Size | N/A | $34.851 million |
10Y return | N/A | -56.01 % |
Annual distribution yield (5Y) | 1.19 % | 0.46 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 4 |
Median incremental investment | $633.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,543.99 | $1,045.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MTUM | BEAR | |
|---|---|---|
Pros |
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Cons |
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MTUM | 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 |