Compare AU
Compare ESGI 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 VanEck MSCI International Sustainable Equity ETF (ESGI) 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
ESGI | GEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,220 | 189 |
Median incremental investment | $746.22 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,870.02 | $2,327.64 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ESGI | GEAR | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 430.08m in AUM and 201 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 | ASML Holding NV (5.08 %) Novo Nordisk AS Class B (4.91 %) Adobe Inc (4.73 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Information Technology (54.28 %) Health Care (20.59 %) Other (15.14 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.55 % | 0.8 % |
Key Summary
ESGI | GEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.8 % |
Price | $37.36 | $33.88 |
Size | $202.822 million | $459.370 million |
10Y return | N/A | 73.12 % |
Annual distribution yield (5Y) | 3.26 % | 9.20 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | GEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,220 | 189 |
Median incremental investment | $746.22 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,870.02 | $2,327.64 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ESGI | GEAR | |
|---|---|---|
Pros |
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Cons |
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ESGI | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |