Compare AU
Compare DGGF 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 BetaShares Ethical Diversified Growth ETF (DGGF) 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
DGGF | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 193 |
Median incremental investment | $990.50 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,527.53 | $2,314.04 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGGF | GEAR | |
---|---|---|
Strategy | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 474.69m in AUM and 202 holdings. 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 | BETASHARES GLOBAL SUSTAINABILI (30.29 %) BETASHARES AUSTRALIAN SUSTAINA (29.14 %) BETASHARES SUSTAINABILITY LEAD (28.21 %) | COMMONWEALTH BANK OF AUSTRALIA (24.72 %) BHP GROUP LTD (19.24 %) CSL LTD (12.66 %) |
Top 3 industries | Other (99.70 %) Communication Services (0.30 %) | Other (37.83 %) Financials (21.49 %) Materials (11.52 %) |
Top 3 countries | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.26 % | 0.8 % |
Key Summary
DGGF | GEAR | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.8 % |
Price | $29.22 | $34.03 |
Size | $50.470 million | $478.434 million |
10Y return | N/A | 44.81 % |
Annual distribution yield (5Y) | 4.20 % | 8.59 % |
Market | ASX | ASX |
First listed date | 09/12/2019 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGGF | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 193 |
Median incremental investment | $990.50 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,527.53 | $2,314.04 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGGF | GEAR | |
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Pros |
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Cons |
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DGGF | GEAR |
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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 |