Compare AU
Compare IKO 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 MSCI South Korea ETF (IKO) 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
IKO | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 193 |
Median incremental investment | $990.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $781.65 | $2,281.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
IKO | GEAR | |
|---|---|---|
Strategy | IKO.AX was created on 2000-05-09 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Korea 25/50 Index, before fees and expenses. The index is designed to measure the performance of Korean large-, mid- & small- capitalisation companies | 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 | SAMSUNG ELECTRONICS LTD (17.49 %) SK HYNIX INC (9.13 %) KB FINANCIAL GROUP INC (3.43 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Information Technology (31.22 %) Industrials (16.72 %) Financials (14.78 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | Korea (100.00 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.59 % | 0.8 % |
Key Summary
IKO | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Korea 25/50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.8 % |
Price | $86.85 | $33.55 |
Size | $118.251 million | $459.370 million |
10Y return | 25.14 % | 76.95 % |
Annual distribution yield (5Y) | 1.33 % | 9.20 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IKO | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 193 |
Median incremental investment | $990.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $781.65 | $2,281.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IKO | GEAR | |
|---|---|---|
Pros |
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Cons |
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IKO | 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 |