Compare AU

Compare QUS vs. BEAR

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

Betashares S&P 500 Equal Weight ETF

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 S&P 500 Equal Weight ETF (QUS) and the BetaShares Australian Equities Bear (Hedge Fund) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QUS

BEAR

Popularity

Low

Low

Pearlers invested

70

3

Median incremental investment

$1,027.57

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$4,227.02

$2,305.84

Average age group

> 35

26 - 35


Key Summary

QUS

BEAR

Strategy

QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally.

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

BROADCOM INC (0.26 %)

JABIL INC (0.24 %)

TERADYNE INC (0.24 %)

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (55.32 %)

BETASHARES AUS HIGH INTEREST ETF (25.02 %)

Top 3 industries

Industrials (15.30 %)

Financials (14.30 %)

Information Technology (13.53 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

United States (98.60 %)

Switzerland (0.39 %)

United Kingdom of Great Britain and Northern Ireland (0.39 %)

Management fee

0.29 %

1.38 %


Key Summary

QUS

BEAR

Issuer

BetaShares

BetaShares

Tracking index

S&P 500 Equal Weighted

Asset class

ETF

ETF

Management fee

0.29 %

1.38 %

Price

$53.17

$7.79

Size

$759.160 million

$50.879 million

10Y return

112.77 %

-57.48 %

Annual distribution yield (5Y)

5.08 %

0.28 %

Market

ASX

ASX

First listed date

19/12/2014

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

QUS

BEAR

Popularity

Low

Low

Pearlers invested

70

3

Median incremental investment

$1,027.57

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$4,227.02

$2,305.84

Average age group

> 35

26 - 35


Pros and Cons

QUS

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

QUS

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

Home