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Compare QYLD 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 Global X Nasdaq 100 Covered Call Complex ETF (QYLD) 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
QYLD | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 5 |
Median incremental investment | $1,199.06 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,881.25 | $1,118.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
QYLD | BEAR | |
|---|---|---|
Strategy | QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index. | 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 (8.55 %) Apple Inc (7.71 %) Microsoft Corp (5.68 %) | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (58.23 %) BETASHARES AUSTRALIAN CASH PLUS FUND (21.96 %) |
Top 3 industries | Information Technology (61.38 %) Communication Services (17.97 %) Consumer Discretionary (15.85 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (96.05 %) Canada (1.29 %) Netherlands (1.21 %) | |
Management fee | 0.6 % | 1.38 % |
Key Summary
QYLD | BEAR | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Cboe Nasdaq 100 Half BuyWrite V2 Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 1.38 % |
Price | $10.78 | $7.43 |
Size | $21.541 million | $36.703 million |
10Y return | N/A | -59.58 % |
Annual distribution yield (5Y) | 7.66 % | 0.46 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QYLD | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 5 |
Median incremental investment | $1,199.06 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,881.25 | $1,118.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QYLD | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
QYLD | 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 |