Compare AU
Compare ALFA 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, shares and ETFs are a popular choice. Two options in the ASX are ALFA and GEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 212 |
Median incremental investment | $1,008.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,226.82 | $1,994.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | GEAR | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 443.43m 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 | VanEck Australian Long Short Complex ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (24.92 %) BHP GROUP LTD (20.52 %) CSL LTD (12.58 %) |
Top 3 industries | Other (39.11 %) Financials (20.99 %) Materials (11.32 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.39 % | 0.8 % |
Key Summary
ALFA | GEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.8 % |
Price | $19.32 | $27.70 |
Size | $9.871 million | $483.682 million |
10Y return | N/A | 17.87 % |
Annual dividend/ distribution yield (5Y) | - % | 8.59 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 212 |
Median incremental investment | $1,008.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,226.82 | $1,994.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | GEAR | |
|---|---|---|
Pros |
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Cons |
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ALFA | 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 |