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Compare GEAR vs. SFY
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 State Street SPDR S&P/ASX 50 ETF (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 302 | 22 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,485.70 | $1,370.08 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | SFY | |
|---|---|---|
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. | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 759.21m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (23.31 %) BHP GROUP LTD (21.87 %) WESTPAC BANKING CORP (10.68 %) | Commonwealth Bank of Australia (13.67 %) BHP Group Ltd (12.83 %) Westpac Banking Corp (6.21 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 0.8 % | 0.2 % |
Key Summary
GEAR | SFY | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.2 % |
Price | $36.20 | $77.35 |
Size | $579.820 million | $754.818 million |
10Y return | 104.06 % | 53.59 % |
Annual distribution yield (5Y) | 5.62 % | 4.34 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 302 | 22 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,485.70 | $1,370.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | SFY | |
|---|---|---|
Pros |
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Cons |
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GEAR | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |