Compare AU
Compare IAF 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 iShares Core Composite Bond ETF (IAF) 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
IAF | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 513 | 199 |
Median incremental investment | $1,125.06 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,603.90 | $2,284.17 |
Average age group | > 35 | 26 - 35 |
Key Summary
IAF | GEAR | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.56 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.52 %) | COMMONWEALTH BANK OF AUSTRALIA (24.60 %) BHP GROUP LTD (18.96 %) CSL LTD (13.00 %) |
Top 3 industries | Other (99.37 %) Communication Services (0.23 %) Financials (0.19 %) | Other (38.00 %) Financials (21.25 %) Materials (11.34 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.15 % | 0.8 % |
Key Summary
IAF | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.8 % |
Price | $100.13 | $31.12 |
Size | $2.826 billion | $515.452 million |
10Y return | -6.35 % | 66.24 % |
Annual distribution yield (5Y) | 2.03 % | 9.64 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 513 | 199 |
Median incremental investment | $1,125.06 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,603.90 | $2,284.17 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IAF | GEAR | |
|---|---|---|
Pros |
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Cons |
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IAF | 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 |