Compare AU
Compare HVLU 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, shares and ETFs are a popular choice. Two options in the ASX are HVLU and GEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 194 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,312.27 |
Average age group | N/A | 26 - 35 |
Key Summary
HVLU | GEAR | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | 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 | VanEck MSCI International Value (Aud Hedged) ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.29 % | 0.8 % |
Key Summary
HVLU | GEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.8 % |
Price | $27.28 | $32.90 |
Size | $5.356 million | $459.370 million |
10Y return | N/A | 79.00 % |
Annual dividend/ distribution yield (5Y) | 0.78 % | 9.20 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 194 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,312.27 |
Average age group | N/A | 26 - 35 |
Pros and Cons
HVLU | GEAR | |
|---|---|---|
Pros |
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Cons |
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HVLU | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |