Compare AU
Compare JHGA 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, shares and ETFs are a popular choice. Two options in the ASX are JHGA and GEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHGA | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 193 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,281.40 |
Average age group | N/A | 26 - 35 |
Key Summary
JHGA | GEAR | |
|---|---|---|
Strategy | N/A | 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 | Jpm Gbl Equity Premium Income Hedged Complex ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0 % | 0.8 % |
Key Summary
JHGA | GEAR | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.8 % |
Price | $51.86 | $33.55 |
Size | N/A | $459.370 million |
10Y return | N/A | 69.70 % |
Annual dividend/ distribution yield (5Y) | 0.41 % | 9.20 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHGA | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 193 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,281.40 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHGA | GEAR | |
|---|---|---|
Pros |
| |
Cons |
|
JHGA | GEAR |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |