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Compare BOND 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 SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) 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
BOND | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 275 |
Median incremental investment | $516.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $746.75 | $2,410.86 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BOND | GEAR | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 43.5m in AUM and 211 holdings. The SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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 | Australia (Commonwealth of) 4.25% (1.57 %) Australia (Commonwealth of) 4.25% (1.51 %) Australia (Commonwealth of) 3.75% (1.43 %) | COMMONWEALTH BANK OF AUSTRALIA (22.01 %) BHP GROUP LTD (18.14 %) WESTPAC BANKING CORP (11.10 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.1 % | 0.8 % |
Key Summary
BOND | GEAR | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.8 % |
Price | $25.75 | $34.45 |
Size | $44.344 million | $538.636 million |
10Y return | -0.16 % | 93.00 % |
Annual distribution yield (5Y) | 1.40 % | 5.75 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 275 |
Median incremental investment | $516.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $746.75 | $2,410.86 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BOND | GEAR | |
|---|---|---|
Pros |
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Cons |
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BOND | 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 |