Compare AU
Compare IEU 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 Europe ETF (IEU) 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
IEU | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 196 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,101.50 | $2,273.76 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IEU | GEAR | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets | 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 | ISHARES EUROPE ETF TRUST (99.88 %) AUD CASH (0.11 %) USD CASH (0.02 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.73 %) Switzerland (16.15 %) France (15.81 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.59 % | 0.8 % |
Key Summary
IEU | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Europe 350 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.8 % |
Price | $84.06 | $31.58 |
Size | $712.627 million | $492.306 million |
10Y return | 56.16 % | 53.97 % |
Annual distribution yield (5Y) | 2.40 % | 9.20 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 196 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,101.50 | $2,273.76 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IEU | GEAR | |
|---|---|---|
Pros |
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Cons |
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IEU | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |