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Compare AU
Compare CORE 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 Schroder Global Core Fund - Active ETF (CORE) 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
CORE | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 277 |
Median incremental investment | $96.60 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $0 | $2,305.98 |
Average age group | N/A | 26 - 35 |
Key Summary
CORE | GEAR | |
|---|---|---|
Strategy | CORE.AX was created on 2017-09-19 by ETFS. The fund's investment portfolio concentrates primarily on theme equity. | 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 | Chunghwa Telecom Co Ltd (4.02 %) Taiwan Mobile Co Ltd (2.72 %) Far EasTone Telecommunications Co Ltd (2.21 %) | COMMONWEALTH BANK OF AUSTRALIA (21.60 %) BHP GROUP LTD (17.87 %) WESTPAC BANKING CORP (11.06 %) |
Top 3 industries | Communication Services (68.27 %) Utilities (23.87 %) Industrials (7.87 %) | 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 | 0.45 % | 0.8 % |
Key Summary
CORE | GEAR | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | Solactive Global Core Infrastructure Low Volatility Index - USD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.8 % |
Price | $11.20 | $33.27 |
Size | N/A | $538.636 million |
10Y return | N/A | 77.16 % |
Annual distribution yield (5Y) | 2.81 % | 5.75 % |
Market | ASX | ASX |
First listed date | 20/09/2017 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CORE | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 277 |
Median incremental investment | $96.60 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $0 | $2,305.98 |
Average age group | N/A | 26 - 35 |
Pros and Cons
CORE | GEAR | |
|---|---|---|
Pros |
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Cons |
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CORE | 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 |