Compare AU
Compare US10 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 Us Treasury Bond 7-10Yr Ch ETF (US10) 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
US10 | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $1,749.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
US10 | BEAR | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, 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 | United States Treasury Notes 4.375% (10.28 %) United States Treasury Notes 4% (9.88 %) United States Treasury Notes 4.5% (9.87 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 1.38 % |
Key Summary
US10 | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 1.38 % |
Price | $50.87 | $7.67 |
Size | $20.616 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 0.59 % | 0.28 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $1,749.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
US10 | BEAR | |
|---|---|---|
Pros |
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Cons |
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US10 | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |