Compare AU
Compare GEAR vs. OZXX
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 OZXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | OZXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 196 | 3 |
Median incremental investment | $1,000.00 | $504.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,273.76 | $1,102.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | OZXX | |
|---|---|---|
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 Australia Ex Financials & Resources 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 | OZXX | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.8 % | 0 % |
Price | $31.58 | $10.70 |
Size | $492.306 million | N/A |
10Y return | 53.97 % | N/A |
Annual distribution/ dividend yield (5Y) | 9.20 % | 1.39 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 12/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | OZXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 196 | 3 |
Median incremental investment | $1,000.00 | $504.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,273.76 | $1,102.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | OZXX | |
|---|---|---|
Pros |
| |
Cons |
|
GEAR | OZXX |
|---|---|
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 |