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Compare QPON 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 Australian Bank Senior Floating Rate Bond ETF (QPON) 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
QPON | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 275 |
Median incremental investment | $4,300.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,011.08 | $2,410.86 |
Average age group | > 35 | 26 - 35 |
Key Summary
QPON | GEAR | |
|---|---|---|
Strategy | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. | 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 | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD FRN FEB-30 (10.23 %) NATIONAL AUSTRALIA BANK LTD FRN MAR-30 (9.93 %) NATIONAL AUSTRALIA BANK LTD FRN NOV-29 (9.88 %) | COMMONWEALTH BANK OF AUSTRALIA (22.01 %) BHP GROUP LTD (18.14 %) WESTPAC BANKING CORP (11.10 %) |
Top 3 industries | Other (96.47 %) Communication Services (3.53 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.22 % | 0.8 % |
Key Summary
QPON | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.8 % |
Price | $26.18 | $34.02 |
Size | $1.777 billion | $538.636 million |
10Y return | N/A | 90.59 % |
Annual distribution yield (5Y) | 2.50 % | 5.75 % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QPON | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 275 |
Median incremental investment | $4,300.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,011.08 | $2,410.86 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QPON | GEAR | |
|---|---|---|
Pros |
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Cons |
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QPON | 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 |