Compare AU
Compare OZXX 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 OZXX and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZXX | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $504.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,128.88 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZXX | 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 | Global X Australia Ex Financials & Resources ETF (100 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0 % | 1.38 % |
Key Summary
OZXX | BEAR | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 1.38 % |
Price | $10.96 | $7.62 |
Size | N/A | $42.599 million |
10Y return | N/A | -58.86 % |
Annual dividend/ distribution yield (5Y) | 1.26 % | 0.28 % |
Market | ASX | ASX |
First listed date | 12/04/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZXX | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $504.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,128.88 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZXX | BEAR | |
|---|---|---|
Pros |
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Cons |
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OZXX | 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 |