Compare AU
Compare BOND 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 SPDR S&P/ASX Australian Bond Fund (BOND) 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
BOND | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 30 |
Median incremental investment | $520.00 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $876.30 | $1,982.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
BOND | GPEQ | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index. | 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 | Australia (Commonwealth of) 1% (2.07 %) Australia (Commonwealth of) 4.5% (2.06 %) Australia (Commonwealth of) 0.5% (2.00 %) | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) |
Top 3 industries | Financials (100.00 %) | |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 0.24 % | 0.65 % |
Key Summary
BOND | GPEQ | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX Australian Fixed Interest Index - AUD | LPX 50 Index |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.65 % |
Price | $25.39 | $25.97 |
Size | $38.715 million | $43.162 million |
10Y return | -3.02 % | N/A |
Annual distribution yield (5Y) | 1.19 % | 1.49 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 30 |
Median incremental investment | $520.00 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $876.30 | $1,982.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BOND | GPEQ | |
|---|---|---|
Pros |
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Cons |
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BOND | GPEQ |
|---|---|
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 |