Compare AU

Compare CFLO vs. GEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Cash Flow Kings ETF

ASX

Buy

Buy

Overview
Performance

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 Global Cash Flow Kings ETF (CFLO) and the BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

CFLO

GEAR

Popularity

Low

Low

Pearlers invested

10

192

Median incremental investment

$1,023.46

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,350.29

$2,336.59

Average age group

> 35

26 - 35


Key Summary

CFLO

GEAR

Strategy

CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings 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

ALPHABET INC (4.93 %)

BERKSHIRE HATHAWAY INC (3.96 %)

ACCENTURE PLC (3.79 %)

COMMONWEALTH BANK OF AUSTRALIA (24.72 %)

BHP GROUP LTD (19.24 %)

CSL LTD (12.66 %)

Top 3 industries

Other (29.05 %)

Information Technology (28.17 %)

Financials (11.80 %)

Other (37.83 %)

Financials (21.49 %)

Materials (11.52 %)

Top 3 countries

United States (73.41 %)

Japan (8.36 %)

Switzerland (3.49 %)

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Management fee

0.4 %

0.8 %


Key Summary

CFLO

GEAR

Issuer

BetaShares

BetaShares

Tracking index

Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.4 %

0.8 %

Price

$19.30

$33.37

Size

$32.072 million

$477.671 million

10Y return

N/A

47.20 %

Annual distribution yield (5Y)

0.36 %

8.59 %

Market

ASX

ASX

First listed date

15/11/2023

02/05/2014

Purchase fee

$6.50

$6.50


Community Stats

CFLO

GEAR

Popularity

Low

Low

Pearlers invested

10

192

Median incremental investment

$1,023.46

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,350.29

$2,336.59

Average age group

> 35

26 - 35


Pros and Cons

CFLO

GEAR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

CFLO

GEAR

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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