Compare AU
Compare AAA vs. GEAR
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 Betashares Australian High Interest Cash ETF (AAA) and the Betashares Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 217 |
Median incremental investment | $5,043.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,930.39 | $2,110.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
AAA | GEAR | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 520.58m in AUM and 202 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | COMMONWEALTH BANK OF AUSTRALIA (27.46 %) BHP GROUP LTD (18.69 %) CSL LTD (12.01 %) |
Top 3 industries | Communication Services (100.00 %) | Other (38.18 %) Financials (21.46 %) Materials (11.15 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.18 % | 0.8 % |
Key Summary
AAA | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.8 % |
Price | $50.16 | $31.35 |
Size | $4.304 billion | $518.022 million |
10Y return | 0.06 % | 44.47 % |
Annual distribution yield (5Y) | 2.40 % | 8.59 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 217 |
Median incremental investment | $5,043.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,930.39 | $2,110.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AAA | GEAR | |
|---|---|---|
Pros |
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Cons |
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AAA | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |