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Compare GEAR vs. AAA
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GEAR and AAA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | AAA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 294 | 254 |
Median incremental investment | $1,000.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,517.19 | $2,704.86 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | AAA | |
|---|---|---|
Strategy | 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 577.08m 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. | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). |
Top 3 holdings | BHP GROUP LTD (24.63 %) COMMONWEALTH BANK OF AUSTRALIA (20.42 %) NATIONAL AUSTRALIA BANK LTD (9.15 %) | Betashares Australian High Interest Cash ETF (100 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | Communication Services (100.00 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | |
Management fee | 0.8 % | 0.18 % |
Key Summary
GEAR | AAA | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.18 % |
Price | $37.57 | $50.09 |
Size | $562.710 million | $5.036 billion |
10Y return | 98.36 % | 0.00 % |
Annual distribution/ dividend yield (5Y) | 5.40 % | 2.50 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 07/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | AAA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 294 | 254 |
Median incremental investment | $1,000.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,517.19 | $2,704.86 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | AAA | |
|---|---|---|
Pros |
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Cons |
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GEAR | AAA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |