Compare AU
Compare QUAL 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 MSCI Global 'Quality' (ex-AUS) (QUAL) 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
QUAL | BEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,280 | 3 |
Median incremental investment | $856.15 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,412.72 | $2,240.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUAL | BEAR | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Apple Inc (5.22 %) Microsoft Corp (4.98 %) Meta Platforms Inc Class A (4.91 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.4 % | 1.38 % |
Key Summary
QUAL | BEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.38 % |
Price | $58.91 | $7.62 |
Size | $6.842 billion | $42.599 million |
10Y return | 260.97 % | -58.92 % |
Annual distribution yield (5Y) | 1.85 % | 0.28 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | BEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,280 | 3 |
Median incremental investment | $856.15 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,412.72 | $2,240.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUAL | BEAR | |
|---|---|---|
Pros |
| |
Cons |
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QUAL | 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 |