Compare AU
Compare QMAX 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 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 |
| |
Cons |
|
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 |