Compare AU
Compare IJR 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 S&P Small-Cap ETF (IJR) 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
IJR | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 192 |
Median incremental investment | $2,007.74 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $2,254.58 |
Average age group | > 35 | 26 - 35 |
Key Summary
IJR | GEAR | |
|---|---|---|
Strategy | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. | 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 | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | COMMONWEALTH BANK OF AUSTRALIA (24.72 %) BHP GROUP LTD (19.24 %) CSL LTD (12.66 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Other (37.54 %) Financials (21.77 %) Materials (11.30 %) |
Top 3 countries | United States (98.93 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.07 % | 0.8 % |
Key Summary
IJR | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.8 % |
Price | $189.65 | $32.80 |
Size | $781.807 million | $477.671 million |
10Y return | 161.77 % | 43.42 % |
Annual distribution yield (5Y) | 1.31 % | 8.59 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 192 |
Median incremental investment | $2,007.74 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $2,254.58 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IJR | GEAR | |
|---|---|---|
Pros |
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Cons |
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IJR | GEAR |
|---|---|
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 |