Compare AU
Compare GEAR vs. IVV
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 S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 213 | 16,357 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,972.68 | $2,582.44 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GEAR | IVV | |
|---|---|---|
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 443.43m in AUM and 202 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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (28.22 %) BHP GROUP LTD (19.77 %) CSL LTD (11.99 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (38.69 %) Financials (21.36 %) Materials (11.34 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | United States (99.92 %) |
Management fee | 0.8 % | 0.04 % |
Key Summary
GEAR | IVV | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.04 % |
Price | $29.01 | $56.14 |
Size | $478.934 million | $9.575 billion |
10Y return | 17.45 % | 208.85 % |
Annual distribution yield (5Y) | 8.59 % | 10.73 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 213 | 16,357 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,972.68 | $2,582.44 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GEAR | IVV | |
|---|---|---|
Pros |
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Cons |
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GEAR | IVV |
|---|---|
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 |