Compare AU
Compare ROYL 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 Global Royalties ETF (ROYL) 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
ROYL | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $700.30 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,678.60 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
ROYL | BEAR | |
|---|---|---|
Strategy | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. | 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 | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0.69 % | 1.38 % |
Key Summary
ROYL | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 1.38 % |
Price | $10.94 | $7.62 |
Size | $9.731 million | $42.599 million |
10Y return | N/A | -58.86 % |
Annual distribution yield (5Y) | 1.27 % | 0.28 % |
Market | ASX | ASX |
First listed date | 12/09/2022 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROYL | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $700.30 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,678.60 | $2,255.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ROYL | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
ROYL | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |