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Compare GEAR vs. IOO
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 iShares Global 100 ETF (IOO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | IOO | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 307 | 1,194 |
Median incremental investment | $1,000.00 | $1,004.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,491.39 | $4,339.94 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GEAR | IOO | |
|---|---|---|
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. | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. |
Top 3 holdings | BHP GROUP LTD (25.91 %) COMMONWEALTH BANK OF AUSTRALIA (22.76 %) WESTPAC BANKING CORP (10.35 %) | ISHARES GLOBAL 100 ETF TRUST (99.97 %) AUD CASH (0.04 %) USD/AUD (0.00 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | United States (79.72 %) United Kingdom of Great Britain and Northern Ireland (4.16 %) Switzerland (3.15 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
GEAR | IOO | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Global 100 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $35.23 | $197.99 |
Size | $567.860 million | $5.770 billion |
10Y return | 89.82 % | 293.34 % |
Annual distribution yield (5Y) | 5.62 % | 1.46 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | IOO | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 307 | 1,194 |
Median incremental investment | $1,000.00 | $1,004.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,491.39 | $4,339.94 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GEAR | IOO | |
|---|---|---|
Pros |
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Cons |
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GEAR | IOO |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |