Compare AU
Compare GPEQ vs. HGBL
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 VanEck Global Listed Private Equity ETF (GPEQ) and the BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GPEQ | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 59 |
Median incremental investment | $795.59 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,986.71 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
GPEQ | HGBL | |
|---|---|---|
Strategy | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Financials (100.00 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.65 % | 0.11 % |
Key Summary
GPEQ | HGBL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | LPX 50 Index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.11 % |
Price | $25.97 | $68.59 |
Size | $43.162 million | $1.064 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.49 % | 0.43 % |
Market | ASX | ASX |
First listed date | 24/11/2021 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GPEQ | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 59 |
Median incremental investment | $795.59 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,986.71 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GPEQ | HGBL | |
|---|---|---|
Pros |
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Cons |
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GPEQ | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |