Compare AU
Compare GEAR vs. GPEQ
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 Aussie Shares (geared) (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 | 193 | 30 |
Median incremental investment | $1,000.00 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,335.90 | $1,986.71 |
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 ETF currently has 430.08m 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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. 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 | $32.90 | $25.97 |
Size | $459.370 million | $43.162 million |
10Y return | 79.59 % | 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 | 193 | 30 |
Median incremental investment | $1,000.00 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,335.90 | $1,986.71 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | GPEQ | |
|---|---|---|
Pros |
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Cons |
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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 |