Compare AU
Compare VDAL 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, shares and ETFs are a popular choice. Two options in the ASX are VDAL and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VDAL | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 3 |
Median incremental investment | $1,006.75 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,089.88 | $1,149.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
VDAL | BEAR | |
|---|---|---|
Strategy | VDAL.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified All Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, 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 | Vanguard Diversified All Growth Index ETF (100 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (55.37 %) BETASHARES AUS HIGH INTEREST ETF (24.99 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0.27 % | 1.38 % |
Key Summary
VDAL | BEAR | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 40% S&P/ASX 300 Index - 29.5% MSCI World ex-Australia Index - 18% MSCI World ex-Australia Index - 7% MSCI World ex-Australia Small Cap Index - 5.5% MSCI Emerging Markets Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.27 % | 1.38 % |
Price | $49.75 | $7.74 |
Size | N/A | $39.187 million |
10Y return | N/A | -54.60 % |
Annual dividend/ distribution yield (5Y) | 0.04 % | 0.28 % |
Market | ASX | ASX |
First listed date | 04/03/2025 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDAL | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 3 |
Median incremental investment | $1,006.75 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,089.88 | $1,149.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VDAL | BEAR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VDAL | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |