Compare AU
Compare IHOO 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 Global 100 Aud Hedged ETF (IHOO) 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
IHOO | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 196 |
Median incremental investment | $1,015.02 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,685.04 | $2,273.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHOO | GEAR | |
---|---|---|
Strategy | IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity 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 | APPLE INC (12.53 %) NVIDIA CORP (11.90 %) MICROSOFT CORP (10.90 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Information Technology (41.20 %) Health Care (10.04 %) Consumer Discretionary (9.13 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | United States (81.06 %) United Kingdom of Great Britain and Northern Ireland (4.32 %) Switzerland (3.26 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.43 % | 0.8 % |
Key Summary
IHOO | GEAR | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 100 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.8 % |
Price | $187.44 | $31.58 |
Size | $496.387 million | $492.306 million |
10Y return | 95.15 % | 60.14 % |
Annual distribution yield (5Y) | 5.07 % | 9.20 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHOO | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 196 |
Median incremental investment | $1,015.02 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,685.04 | $2,273.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHOO | GEAR | |
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Pros |
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Cons |
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IHOO | GEAR |
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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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |