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Compare GEAR vs. VLUE
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 VanEck MSCI International Value ETF (VLUE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 296 | 82 |
Median incremental investment | $1,000.00 | $1,209.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,451.57 | $7,154.62 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | VLUE | |
|---|---|---|
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. | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. |
Top 3 holdings | BHP GROUP LTD (25.24 %) COMMONWEALTH BANK OF AUSTRALIA (20.36 %) NATIONAL AUSTRALIA BANK LTD (9.57 %) | Micron Technology Inc (4.75 %) Salesforce Inc (2.90 %) Verizon Communications Inc (2.16 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | Information Technology (52.67 %) Communication Services (17.78 %) Other (14.84 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
GEAR | VLUE | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $35.58 | $38.13 |
Size | $560.217 million | $634.477 million |
10Y return | 85.60 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 6.23 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 09/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 296 | 82 |
Median incremental investment | $1,000.00 | $1,209.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,451.57 | $7,154.62 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | VLUE | |
|---|---|---|
Pros |
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Cons |
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GEAR | VLUE |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |