Compare AU

Compare GEAR vs. GPEQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Geared Australian Equity Fund (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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 Equity Fund (Hedge Fund) (GEAR) and the VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GEAR

GPEQ

Popularity

Low

Low

Pearlers invested

196

31

Median incremental investment

$1,000.00

$796.27

Median investment frequency

Monthly

Monthly

Median total investment

$2,273.76

$2,099.20

Average age group

26 - 35

> 35


Key Summary

GEAR

GPEQ

Strategy

GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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.

GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (19.29 %)

BHP GROUP LTD (19.01 %)

CSL LTD (12.95 %)

Blackstone Inc (9.71 %)

Apollo Global Management Inc Class A (9.28 %)

KKR & Co Inc Ordinary Shares (9.23 %)

Top 3 industries

Other (35.58 %)

Financials (20.56 %)

Materials (12.96 %)

Financials (100.00 %)

Top 3 countries

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

United States (70.14 %)

Switzerland (8.64 %)

Sweden (6.30 %)

Management fee

0.8 %

0.65 %


Key Summary

GEAR

GPEQ

Issuer

BetaShares

VanEck

Tracking index

LPX 50 Index

Asset class

ETF

ETF

Management fee

0.8 %

0.65 %

Price

$32.04

$25.60

Size

$492.306 million

$50.537 million

10Y return

56.22 %

N/A

Annual distribution yield (5Y)

9.20 %

1.49 %

Market

ASX

ASX

First listed date

02/05/2014

24/11/2021

Purchase fee

$6.50

$6.50


Community Stats

GEAR

GPEQ

Popularity

Low

Low

Pearlers invested

196

31

Median incremental investment

$1,000.00

$796.27

Median investment frequency

Monthly

Monthly

Median total investment

$2,273.76

$2,099.20

Average age group

26 - 35

> 35


Pros and Cons

GEAR

GPEQ

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

GEAR

GPEQ

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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