Compare AU

Compare VLC vs. BEAR

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

Vanguard MSCI Australian Large Companies Index ETF

ASX

Buy

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 Vanguard MSCI Australian Large Companies Index ETF (VLC) 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

VLC

BEAR

Popularity

Low

Low

Pearlers invested

42

3

Median incremental investment

$1,017.89

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,212.49

$2,292.52

Average age group

> 35

26 - 35


Key Summary

VLC

BEAR

Strategy

VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index.

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

BHP Group Ltd. (17.50 %)

Commonwealth Bank of Australia (13.40 %)

CSL Ltd. (9.73 %)

SPI 200 FUTURES JUN24 (0 %)

AUD - AUSTRALIA DOLLAR (50.65 %)

BETASHARES AUS HIGH INTEREST ETF (27.63 %)

Top 3 industries

Financials (36.62 %)

Materials (25.30 %)

Health Care (9.73 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Australia (100.00 %)

Australia (14.88 %)

Management fee

0.2 %

1.38 %


Key Summary

VLC

BEAR

Issuer

Vanguard

BetaShares

Tracking index

MSCI Australian Shares Large Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

1.38 %

Price

$83.02

$7.77

Size

N/A

$43.257 million

10Y return

32.70 %

-55.98 %

Annual distribution yield (5Y)

6.70 %

0.28 %

Market

ASX

ASX

First listed date

26/05/2011

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

VLC

BEAR

Popularity

Low

Low

Pearlers invested

42

3

Median incremental investment

$1,017.89

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,212.49

$2,292.52

Average age group

> 35

26 - 35


Pros and Cons

VLC

BEAR

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

VLC

BEAR

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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