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Compare GEAR vs. IVE
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 MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 308 | 86 |
Median incremental investment | $1,000.00 | $1,362.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,535.06 | $4,629.23 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | BHP GROUP LTD (25.86 %) COMMONWEALTH BANK OF AUSTRALIA (21.92 %) WESTPAC BANKING CORP (9.88 %) | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) |
Management fee | 0.8 % | 0.32 % |
Key Summary
GEAR | IVE | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI EAFE | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.32 % |
Price | $36.45 | $148.26 |
Size | $569.040 million | $587.673 million |
10Y return | 111.43 % | 97.92 % |
Annual distribution yield (5Y) | 5.62 % | 2.82 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 308 | 86 |
Median incremental investment | $1,000.00 | $1,362.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,535.06 | $4,629.23 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | IVE | |
|---|---|---|
Pros |
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Cons |
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GEAR | IVE |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |