Compare AU
Compare IPAY 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 BetaShares Future of Payments ETF (IPAY) 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
IPAY | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 192 |
Median incremental investment | $516.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $962.20 | $2,254.58 |
Average age group | > 35 | 26 - 35 |
Key Summary
IPAY | GEAR | |
|---|---|---|
Strategy | IPAY.AX was created on 2021-12-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. IPAY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a | 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 | AMERICAN EXPRESS CO (6.43 %) PAYPAL HOLDINGS INC (6.24 %) VISA INC (6.13 %) | COMMONWEALTH BANK OF AUSTRALIA (24.72 %) BHP GROUP LTD (19.24 %) CSL LTD (12.66 %) |
Top 3 industries | Financials (80.80 %) Other (13.73 %) Information Technology (5.47 %) | Other (37.54 %) Financials (21.77 %) Materials (11.30 %) |
Top 3 countries | United States (82.97 %) Netherlands (4.72 %) United Kingdom of Great Britain and Northern Ireland (3.47 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.67 % | 0.8 % |
Key Summary
IPAY | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq CTA Global Digital Payments Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.67 % | 0.8 % |
Price | $14.15 | $32.44 |
Size | $3.053 million | $477.671 million |
10Y return | N/A | 41.85 % |
Annual distribution yield (5Y) | - % | 8.59 % |
Market | ASX | ASX |
First listed date | 14/12/2021 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IPAY | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 192 |
Median incremental investment | $516.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $962.20 | $2,254.58 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IPAY | GEAR | |
|---|---|---|
Pros |
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Cons |
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IPAY | 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 |