Compare AU
Compare VIF 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 International Fixed Interest Index (Hedged) ETF (VIF) 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
VIF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 3 |
Median incremental investment | $1,993.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,038.92 | $2,240.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
VIF | BEAR | |
|---|---|---|
Strategy | VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related 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 2.875 2032-05-15 (0.70 %) United Kingdom Gilt 0.25 2025-01-31 (0.44 %) United States Treasury Note/Bond 0.625 2030-08-15 (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 | 0.2 % | 1.38 % |
Key Summary
VIF | BEAR | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | Bloomberg Barclays Global Treasury Index Hedged into Australian Dollars - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 1.38 % |
Price | $39.19 | $7.62 |
Size | $2.323 million | $42.599 million |
10Y return | N/A | -58.92 % |
Annual distribution yield (5Y) | 4.05 % | 0.28 % |
Market | ASX | ASX |
First listed date | 08/12/2015 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VIF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 3 |
Median incremental investment | $1,993.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,038.92 | $2,240.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VIF | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
VIF | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |