Compare AU

Compare USHY vs. BEAR

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

Global X Usd High Yield Bond ETF(Currency Hedged).

ASX

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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 Global X Usd High Yield Bond ETF(Currency Hedged). (USHY) 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

USHY

BEAR

Popularity

Low

Low

Pearlers invested

5

3

Median incremental investment

$1,100.00

$1,175.25

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,086.75

$2,294.00

Average age group

> 35

26 - 35


Key Summary

USHY

BEAR

Strategy

USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before 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

EchoStar Corp. 0.75% (0.60 %)

Medline Borrower LP 3.875% (0.43 %)

Tibco Software Inc 6.5% (0.41 %)

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

0.3 %

1.38 %


Key Summary

USHY

BEAR

Issuer

Global X

BetaShares

Tracking index

Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.3 %

1.38 %

Price

$10.35

$7.75

Size

$16.396 million

$50.162 million

10Y return

N/A

-56.68 %

Annual distribution yield (5Y)

2.40 %

0.28 %

Market

ASX

ASX

First listed date

04/07/2022

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

USHY

BEAR

Popularity

Low

Low

Pearlers invested

5

3

Median incremental investment

$1,100.00

$1,175.25

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,086.75

$2,294.00

Average age group

> 35

26 - 35


Pros and Cons

USHY

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

USHY

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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