Compare AU
Compare VLC 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 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 |
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Cons |
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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 |