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Compare ESTX 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 Europe 50 Large-Caps (ESTX) and the Aussie Shares (geared) (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 | 118 | 306 |
Median incremental investment | $1,057.87 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,442.76 | $2,354.35 |
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 ETF currently has 563.25m 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 | Siemens AG (4.78 %) TotalEnergies SE (4.05 %) Schneider Electric SE (3.69 %) | BHP GROUP LTD (26.25 %) COMMONWEALTH BANK OF AUSTRALIA (21.80 %) WESTPAC BANKING CORP (10.17 %) |
Top 3 industries | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) |
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 | $104.52 | $33.40 |
Size | $439.009 million | $552.063 million |
10Y return | N/A | 77.75 % |
Annual distribution yield (5Y) | 3.14 % | 5.62 % |
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 | 118 | 306 |
Median incremental investment | $1,057.87 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,442.76 | $2,354.35 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ESTX | GEAR | |
|---|---|---|
Pros |
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Cons |
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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 |