Compare AU
Compare VBND 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 Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND) 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
VBND | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 3 |
Median incremental investment | $1,027.52 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,457.46 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
VBND | BEAR | |
|---|---|---|
Strategy | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax | 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 Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) | 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 | 0.2 % | 1.38 % |
Key Summary
VBND | BEAR | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 1.38 % |
Price | $42.27 | $7.63 |
Size | $4.185 million | $42.599 million |
10Y return | N/A | -59.11 % |
Annual distribution yield (5Y) | 3.65 % | 0.28 % |
Market | ASX | ASX |
First listed date | 12/10/2017 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VBND | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 3 |
Median incremental investment | $1,027.52 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,457.46 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VBND | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
VBND | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |