Compare AU

Compare GEAR vs. GXAI

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, shares and ETFs are a popular choice. Two options in the ASX are GEAR and GXAI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GEAR

GXAI

Popularity

Low

Low

Pearlers invested

196

69

Median incremental investment

$1,000.00

$639.63

Median investment frequency

Monthly

Monthly

Median total investment

$2,273.76

$1,239.00

Average age group

26 - 35

> 35


Key Summary

GEAR

GXAI

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.

N/A

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (19.29 %)

BHP GROUP LTD (19.01 %)

CSL LTD (12.95 %)

Global X Artificial Intelligence ETF (100 %)

Top 3 industries

Other (35.58 %)

Financials (20.56 %)

Materials (12.96 %)

Top 3 countries

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Management fee

0.8 %

0 %


Key Summary

GEAR

GXAI

Issuer

BetaShares

Tracking index

Asset class

ETF

Stock

Management fee

0.8 %

0 %

Price

$31.58

$12.39

Size

$492.306 million

N/A

10Y return

53.97 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

9.20 %

- %

Market

ASX

ASX

First listed date

02/05/2014

09/04/2024

Purchase fee

$6.50

$6.50


Community Stats

GEAR

GXAI

Popularity

Low

Low

Pearlers invested

196

69

Median incremental investment

$1,000.00

$639.63

Median investment frequency

Monthly

Monthly

Median total investment

$2,273.76

$1,239.00

Average age group

26 - 35

> 35


Pros and Cons

GEAR

GXAI

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

GEAR

GXAI

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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