Compare AU

Compare WEMG vs. BEAR

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

SPDR S&P Emerging Markets Carbon Control Fund

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 SPDR S&P Emerging Markets Carbon Control Fund (WEMG) 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

WEMG

BEAR

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$3,000.00

$1,175.25

Median investment frequency

Weekly

Monthly

Median total investment

$3,389.10

$2,294.00

Average age group

26 - 35

26 - 35


Key Summary

WEMG

BEAR

Strategy

WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P Emerging Market Fund seeks to closely track, before fees and expenses, the returns of the S&P Emerging Markets LargeMidCap 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

Taiwan Semiconductor Manufacturing Co Ltd (7.88 %)

Alibaba Group Holding Ltd Ordinary Shares (2.62 %)

HDFC Bank Ltd (1.78 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Information Technology (48.64 %)

Other (25.54 %)

Consumer Discretionary (12.77 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

China (30.97 %)

Taiwan (23.47 %)

India (20.15 %)

Management fee

0.35 %

1.38 %


Key Summary

WEMG

BEAR

Issuer

SPDR

BetaShares

Tracking index

S&P Emerging LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

1.38 %

Price

$26.07

$7.75

Size

$22.680 million

$50.162 million

10Y return

51.04 %

-56.68 %

Annual distribution yield (5Y)

2.46 %

0.28 %

Market

ASX

ASX

First listed date

04/11/2013

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

WEMG

BEAR

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$3,000.00

$1,175.25

Median investment frequency

Weekly

Monthly

Median total investment

$3,389.10

$2,294.00

Average age group

26 - 35

26 - 35


Pros and Cons

WEMG

BEAR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WEMG

BEAR

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

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