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Compare GEAR vs. GMVW
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 GMVW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 225 | 9 |
Median incremental investment | $1,000.00 | $1,841.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,237.95 | $14,096.70 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | GMVW | |
|---|---|---|
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 540.52m 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. | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (25.43 %) BHP GROUP LTD (16.78 %) NATIONAL AUSTRALIA BANK LTD (10.24 %) | VanEck Geared Australian Equal Weight Complex ETF (100 %) |
Top 3 industries | Other (37.09 %) Financials (22.06 %) Materials (11.28 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.8 % | 0.35 % |
Key Summary
GEAR | GMVW | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.35 % |
Price | $34.37 | $40.94 |
Size | $553.750 million | $20.458 million |
10Y return | 63.51 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.89 % | 4.72 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 28/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 225 | 9 |
Median incremental investment | $1,000.00 | $1,841.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,237.95 | $14,096.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | GMVW | |
|---|---|---|
Pros |
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Cons |
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GEAR | GMVW |
|---|---|
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 |