Compare AU

Compare OOO vs. BEAR

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

BetaShares Crude Oil Index Currncy Hdg Complex ETF

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 OOO and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OOO

BEAR

Popularity

Low

Low

Pearlers invested

43

3

Median incremental investment

$5,000.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$1,442.40

$2,258.48

Average age group

> 35

26 - 35


Key Summary

OOO

BEAR

Strategy

OOO.AX was created on 2011-11-11 by BetaShares. The fund's investment portfolio concentrates primarily on crude oil commodities. OOO.AX aims to track the performance of an index (before fees and expenses) that provides exposure to crude oil futures, hedged for currency movements in the AUD/USD exchange rate

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 Crude Oil Index Currncy Hdg Complex ETF (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

0.69 %

1.38 %


Key Summary

OOO

BEAR

Issuer

BetaShares

BetaShares

Tracking index

S&P GSCI Crude Oil Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.69 %

1.38 %

Price

$6.01

$7.63

Size

$113.010 million

$51.500 million

10Y return

-76.06 %

-57.33 %

Annual dividend/ distribution yield (5Y)

11.54 %

0.28 %

Market

ASX

ASX

First listed date

16/11/2011

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

OOO

BEAR

Popularity

Low

Low

Pearlers invested

43

3

Median incremental investment

$5,000.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$1,442.40

$2,258.48

Average age group

> 35

26 - 35


Pros and Cons

OOO

BEAR

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

OOO

BEAR

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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