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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 602 | 293 |
Median incremental investment | $667.85 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,417.50 | $2,746.10 |
Average age group | > 35 | 26 - 35 |
Key Summary
ROBO | GEAR | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 611.38m 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 | Ambarella Inc (2.10 %) Illumina Inc (1.93 %) Rockwell Automation Inc (1.91 %) | BHP GROUP LTD (23.56 %) COMMONWEALTH BANK OF AUSTRALIA (22.22 %) WESTPAC BANKING CORP (9.72 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | United States (41.45 %) Japan (20.62 %) Germany (9.23 %) | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) |
Management fee | 0.82 % | 0.8 % |
Key Summary
ROBO | GEAR | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | ROBO Global Robotics and Automation TR Index | |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.8 % |
Price | $94.50 | $39.23 |
Size | $290.321 million | $644.192 million |
10Y return | N/A | 99.44 % |
Annual distribution yield (5Y) | 3.80 % | 5.40 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 602 | 293 |
Median incremental investment | $667.85 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,417.50 | $2,746.10 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ROBO | GEAR | |
|---|---|---|
Pros |
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Cons |
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ROBO | 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 |