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Compare ETHI 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 Global Sustainability Leaders ETF (ETHI) 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
ETHI | GEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,913 | 297 |
Median incremental investment | $790.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $2,239.90 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ETHI | GEAR | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible 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 564.7m 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 | KRW - KOREAN WON (0 %) BROADCOM INC (7.26 %) NVIDIA CORP (6.11 %) | COMMONWEALTH BANK OF AUSTRALIA (24.16 %) BHP GROUP LTD (21.01 %) NATIONAL AUSTRALIA BANK LTD (11.99 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) |
Management fee | 0.59 % | 0.8 % |
Key Summary
ETHI | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.8 % |
Price | $14.78 | $34.17 |
Size | $3.556 billion | $546.371 million |
10Y return | N/A | 101.71 % |
Annual distribution yield (5Y) | 3.51 % | 5.62 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | GEAR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,913 | 297 |
Median incremental investment | $790.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $2,239.90 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ETHI | GEAR | |
|---|---|---|
Pros |
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Cons |
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ETHI | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |