Compare AU
Compare HGBL vs. GEAR
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 Global Shares ETF - Currency Hedged (HGBL) and the BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HGBL | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 196 |
Median incremental investment | $4,030.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,758.40 | $2,273.76 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HGBL | GEAR | |
|---|---|---|
Strategy | 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. | 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. |
Top 3 holdings | Betashares Global Shares ETF (100.00 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.11 % | 0.8 % |
Key Summary
HGBL | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.8 % |
Price | $67.20 | $31.58 |
Size | $1.099 billion | $492.306 million |
10Y return | N/A | 53.97 % |
Annual distribution yield (5Y) | 0.43 % | 9.20 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 196 |
Median incremental investment | $4,030.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,758.40 | $2,273.76 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HGBL | GEAR | |
|---|---|---|
Pros |
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Cons |
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HGBL | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |