Compare AU

Compare QMAX vs. BEAR

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

BetaShares Nasdaq 100 Yield Max (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Nasdaq 100 Yield Max (Managed Fund) (QMAX) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QMAX

BEAR

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$1,993.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$10,626.88

$2,255.52

Average age group

> 35

26 - 35


Key Summary

QMAX

BEAR

Strategy

QMAX.AX was created on 2022-10-04 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QMAX.AX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market.

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

NDX UL 07/19/24 C20280 (0 %)

NDX UL 07/19/24 C20275 (0 %)

NDX UL 07/19/24 C20325 (0 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

United States (97.16 %)

Netherlands (0.95 %)

Brazil (0.69 %)

Management fee

0.68 %

1.38 %


Key Summary

QMAX

BEAR

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.68 %

1.38 %

Price

$30.19

$7.62

Size

$20.218 million

$42.599 million

10Y return

N/A

-58.86 %

Annual distribution yield (5Y)

2.69 %

0.28 %

Market

ASX

ASX

First listed date

06/10/2022

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

QMAX

BEAR

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$1,993.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$10,626.88

$2,255.52

Average age group

> 35

26 - 35


Pros and Cons

QMAX

BEAR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QMAX

BEAR

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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