Compare AU
Compare HQLT 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 Quality Leaders Currency Hedged ETF (HQLT) and the Aussie Shares (geared) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HQLT | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 194 |
Median incremental investment | $903.12 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,451.80 | $2,271.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
HQLT | GEAR | |
|---|---|---|
Strategy | HQLT.AX was created on 2020-06-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the iSTOXX MUTB Global ex-Australia Quality Leaders Index AUD Hedged (the Index), before taking into account fees and expenses. | 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 430.08m in AUM and 201 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. |
Top 3 holdings | ADOBE INC (2.38 %) ACCENTURE PLC (2.22 %) INTUIT INC (2.16 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Other (33.29 %) Information Technology (28.66 %) Industrials (9.15 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | United States (67.90 %) Japan (10.44 %) Switzerland (4.83 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.38 % | 0.8 % |
Key Summary
HQLT | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.38 % | 0.8 % |
Price | $31.38 | $32.18 |
Size | $82.202 million | $459.370 million |
10Y return | N/A | 77.99 % |
Annual distribution yield (5Y) | 1.97 % | 9.20 % |
Market | ASX | ASX |
First listed date | 09/06/2020 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQLT | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 194 |
Median incremental investment | $903.12 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,451.80 | $2,271.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HQLT | GEAR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HQLT | 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 |