Compare AU
Compare USHY 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 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 |
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Cons |
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USHY | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |