Compare AU
Compare WDMF 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 iShares World Equity Factor ETF (WDMF) 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
WDMF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $15,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $147,753.84 | $1,693.86 |
Average age group | > 35 | 26 - 35 |
Key Summary
WDMF | BEAR | |
|---|---|---|
Strategy | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 | APPLE INC (4.74 %) NVIDIA CORP (4.69 %) MICROSOFT CORP (4.53 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (55.37 %) BETASHARES AUS HIGH INTEREST ETF (24.99 %) |
Top 3 industries | Information Technology (27.00 %) Financials (15.94 %) Consumer Discretionary (13.38 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.35 % | 1.38 % |
Key Summary
WDMF | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 1.38 % |
Price | $48.78 | $7.63 |
Size | $174.699 million | $51.500 million |
10Y return | N/A | -54.12 % |
Annual distribution yield (5Y) | 4.98 % | 0.28 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $15,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $147,753.84 | $1,693.86 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WDMF | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
WDMF | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |