Compare AU
Compare XGOV 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 VanEck 10+ Year Australian Government Bond ETF (XGOV) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
XGOV | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $529.25 | $1,175.25 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,254.65 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
XGOV | BEAR | |
|---|---|---|
Strategy | XGOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. S&P/ASX Government Bond 10-20 Year 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 | Australia (Commonwealth of) (11.08 %) Australia (Commonwealth of) (10.14 %) Australia (Commonwealth of) (8.86 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 1.38 % |
Key Summary
XGOV | BEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P/ASX Government Bond 10-20 Year Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 1.38 % |
Price | $51.21 | $7.67 |
Size | $236.916 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 0.81 % | 0.28 % |
Market | ASX | ASX |
First listed date | 27/09/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XGOV | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $529.25 | $1,175.25 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,254.65 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
XGOV | BEAR | |
|---|---|---|
Pros |
| |
Cons |
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XGOV | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |