Compare AU

Compare ESTX vs. GEAR

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

Global X Euro Stoxx 50 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 Global X Euro Stoxx 50 ETF (ESTX) 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

ESTX

GEAR

Popularity

Low

Low

Pearlers invested

67

192

Median incremental investment

$1,008.51

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,908.20

$2,336.59

Average age group

> 35

26 - 35


Key Summary

ESTX

GEAR

Strategy

ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights.

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

ASML Holding NV (8.06 %)

SAP SE (7.33 %)

Lvmh Moet Hennessy Louis Vuitton SE (4.61 %)

COMMONWEALTH BANK OF AUSTRALIA (24.72 %)

BHP GROUP LTD (19.24 %)

CSL LTD (12.66 %)

Top 3 industries

Information Technology (34.50 %)

Industrials (24.16 %)

Consumer Discretionary (11.01 %)

Other (37.83 %)

Financials (21.49 %)

Materials (11.52 %)

Top 3 countries

France (36.93 %)

Germany (27.26 %)

Netherlands (16.92 %)

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Management fee

0.35 %

0.8 %


Key Summary

ESTX

GEAR

Issuer

ETFS

BetaShares

Tracking index

Euro STOXX 50

Asset class

ETF

ETF

Management fee

0.35 %

0.8 %

Price

$96.13

$33.25

Size

$174.606 million

$477.671 million

10Y return

N/A

46.67 %

Annual distribution yield (5Y)

3.24 %

8.59 %

Market

ASX

ASX

First listed date

21/07/2016

02/05/2014

Purchase fee

$6.50

$6.50


Community Stats

ESTX

GEAR

Popularity

Low

Low

Pearlers invested

67

192

Median incremental investment

$1,008.51

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,908.20

$2,336.59

Average age group

> 35

26 - 35


Pros and Cons

ESTX

GEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

ESTX

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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