Compare AU
Compare GEAR vs. ROYL
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 Betashares Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 213 | 9 |
Median incremental investment | $1,000.00 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,972.68 | $1,367.62 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (24.92 %) BHP GROUP LTD (20.52 %) CSL LTD (12.58 %) | TEXAS PACIFIC LAND CORP (12.47 %) FRANCO-NEVADA CORP (11.54 %) WHEATON PRECIOUS METALS CORP (11.43 %) |
Top 3 industries | Other (39.11 %) Financials (20.99 %) Materials (11.32 %) | Other (53.30 %) Energy (15.72 %) Health Care (11.21 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) |
Management fee | 0.8 % | 0.69 % |
Key Summary
GEAR | ROYL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.69 % |
Price | $29.01 | $11.59 |
Size | $483.682 million | $12.612 million |
10Y return | 17.45 % | N/A |
Annual distribution yield (5Y) | 8.59 % | 1.67 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 213 | 9 |
Median incremental investment | $1,000.00 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,972.68 | $1,367.62 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | ROYL | |
|---|---|---|
Pros |
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Cons |
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GEAR | ROYL |
|---|---|
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 |