Compare AU

Compare HVLU vs. GEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck MSCI International Value (Aud Hedged) ETF

ASX

Buy

Buy

Overview
Performance

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

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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