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Compare PGA1 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 Plato Global Alpha Fund Complex ETF (PGA1) 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
PGA1 | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 90 | 5 |
Median incremental investment | $2,424.16 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,346.27 | $982.87 |
Average age group | > 35 | 26 - 35 |
Key Summary
PGA1 | BEAR | |
|---|---|---|
Strategy | PGA1.AX was created on 2024-11-25 by Plato. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over a rolling 5-year basis | 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 | NVIDIA Corp (5.39 %) Apple Inc (4.30 %) Microsoft Corp (2.86 %) | SPI 200 FUTURES SEP26 (0 %) AUD - AUSTRALIA DOLLAR (48.93 %) BETASHARES AUSTRALIAN CASH PLUS FUND (26.87 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | United States (45.68 %) United Kingdom of Great Britain and Northern Ireland (6.79 %) China (6.22 %) | |
Management fee | 0 % | 1.38 % |
Key Summary
PGA1 | BEAR | |
|---|---|---|
Issuer | Plato | BetaShares |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 1.38 % |
Price | $14.85 | $7.33 |
Size | N/A | $30.243 million |
10Y return | N/A | -54.50 % |
Annual distribution yield (5Y) | 0.01 % | 0.35 % |
Market | ASX | ASX |
First listed date | 24/11/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PGA1 | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 90 | 5 |
Median incremental investment | $2,424.16 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,346.27 | $982.87 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PGA1 | BEAR | |
|---|---|---|
Pros |
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Cons |
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PGA1 | 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 |
Lower distribution yield | Higher distribution yield |