Compare AU
Compare ISLM 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 Hejaz Equities Fund (Managed Fund) (ISLM) 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
ISLM | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 192 |
Median incremental investment | $643.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $2,254.58 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ISLM | GEAR | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | 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 | Pop Mart International Group Ltd Ordinary Shares (9.77 %) Air Products & Chemicals Inc (6.57 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %) | COMMONWEALTH BANK OF AUSTRALIA (24.72 %) BHP GROUP LTD (19.24 %) CSL LTD (12.66 %) |
Top 3 industries | Consumer Discretionary (25.47 %) Materials (20.90 %) Information Technology (18.97 %) | Other (37.54 %) Financials (21.77 %) Materials (11.30 %) |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 1.89 % | 0.8 % |
Key Summary
ISLM | GEAR | |
|---|---|---|
Issuer | Hejaz | BetaShares |
Tracking index | MSCI World Islamic | |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.8 % |
Price | $1.17 | $32.80 |
Size | N/A | $477.671 million |
10Y return | N/A | 43.42 % |
Annual distribution yield (5Y) | - % | 8.59 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 192 |
Median incremental investment | $643.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $2,254.58 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISLM | GEAR | |
|---|---|---|
Pros |
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Cons |
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ISLM | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |