Compare AU
Compare IOZ 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 S&P/ASX 200 ETF (IOZ) and the Betashares Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 775 | 213 |
Median incremental investment | $1,004.72 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,485.96 | $2,154.85 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IOZ | GEAR | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 443.43m in AUM and 202 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 | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) | COMMONWEALTH BANK OF AUSTRALIA (28.22 %) BHP GROUP LTD (19.77 %) CSL LTD (11.99 %) |
Top 3 industries | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) | Other (38.69 %) Financials (21.36 %) Materials (11.34 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.05 % | 0.8 % |
Key Summary
IOZ | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.8 % |
Price | $32.70 | $30.41 |
Size | $6.643 billion | $478.934 million |
10Y return | 30.38 % | 31.02 % |
Annual distribution yield (5Y) | 5.33 % | 8.59 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 775 | 213 |
Median incremental investment | $1,004.72 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,485.96 | $2,154.85 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IOZ | GEAR | |
|---|---|---|
Pros |
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Cons |
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IOZ | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |