Compare AU
Compare ATEC vs. GPEQ
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 S&P/ASX Australian Technology ETF (ATEC) and the VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 136 | 29 |
Median incremental investment | $886.12 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,079.00 | $2,122.98 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | GPEQ | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 258.82m in AUM and 41 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | XERO LTD (10.58 %) WISETECH GLOBAL LTD (9.66 %) CARSALES.COM LTD (9.60 %) | KKR & Co Inc Ordinary Shares (8.77 %) Blackstone Inc (8.47 %) Apollo Global Management Inc Class A (8.06 %) |
Top 3 industries | Information Technology (55.89 %) Communication Services (24.56 %) Industrials (9.55 %) | Financials (100.00 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.48 % | 0.65 % |
Key Summary
ATEC | GPEQ | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P/ASX All Technology Index - AUD | LPX 50 Index |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.65 % |
Price | $31.50 | $25.89 |
Size | $298.150 million | $43.162 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.44 % | 1.49 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 136 | 29 |
Median incremental investment | $886.12 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,079.00 | $2,122.98 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | GPEQ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ATEC | GPEQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |