Compare AU
Compare WEMG 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 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 |
| |
Cons |
|
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 |