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Compare IZZ 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 China Large-Cap ETF (IZZ) 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
IZZ | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 64 | 275 |
Median incremental investment | $1,993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,235.00 | $2,410.86 |
Average age group | > 35 | 26 - 35 |
Key Summary
IZZ | GEAR | |
|---|---|---|
Strategy | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange | 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 | TENCENT HOLDINGS LTD (10.00 %) ALIBABA GROUP HOLDING LTD (8.96 %) XIAOMI CORP (7.49 %) | COMMONWEALTH BANK OF AUSTRALIA (21.60 %) BHP GROUP LTD (17.87 %) WESTPAC BANKING CORP (11.06 %) |
Top 3 industries | Other (59.03 %) Consumer Discretionary (16.54 %) Communication Services (12.68 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | China (100.00 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.74 % | 0.8 % |
Key Summary
IZZ | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | FTSE China 50 Net Tax USD Index | |
Asset class | ETF | ETF |
Management fee | 0.74 % | 0.8 % |
Price | $60.23 | $33.42 |
Size | $519.495 million | $538.636 million |
10Y return | 14.40 % | 77.96 % |
Annual distribution yield (5Y) | 2.26 % | 5.75 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IZZ | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 64 | 275 |
Median incremental investment | $1,993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,235.00 | $2,410.86 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IZZ | GEAR | |
|---|---|---|
Pros |
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Cons |
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IZZ | 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 |