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Compare GEAR vs. GGFD
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 Geared Australian Equities Complex ETF (GEAR) and the Betashares Geared Long Us Tr Bond Ch Complex ETF (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 307 | 1 |
Median incremental investment | $1,000.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,459.44 | $489.36 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GEAR | GGFD | |
|---|---|---|
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 535.47m 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. | GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure |
Top 3 holdings | BHP GROUP LTD (25.17 %) COMMONWEALTH BANK OF AUSTRALIA (23.53 %) WESTPAC BANKING CORP (10.50 %) | US 10YR ULTRA FUT JUN26 (0 %) AUD - AUSTRALIA DOLLAR (89.65 %) USD - UNITED STATES DOLLAR (10.35 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | |
Management fee | 0.8 % | 0.99 % |
Key Summary
GEAR | GGFD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.99 % |
Price | $34.64 | $18.87 |
Size | $536.088 million | N/A |
10Y return | 88.77 % | N/A |
Annual distribution yield (5Y) | 5.62 % | 0.00 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 307 | 1 |
Median incremental investment | $1,000.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,459.44 | $489.36 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GEAR | GGFD | |
|---|---|---|
Pros |
| |
Cons |
|
GEAR | GGFD |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |