Compare AU
Compare RSM 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 Russell Investments Australian Semi-Government Bond ETF (RSM) and the Aussie Shares (geared) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RSM | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 194 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,312.27 |
Average age group | N/A | 26 - 35 |
Key Summary
RSM | GEAR | |
|---|---|---|
Strategy | RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. | 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 | New South Wales Treasury Corporation 3% (10.11 %) Western Australian Treasury Corp. 3.25% (10.07 %) Queensland Treasury Corporation 3.25% (10.02 %) | 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 | 0.26 % | 0.8 % |
Key Summary
RSM | GEAR | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.8 % |
Price | $20.26 | $32.93 |
Size | $61.905 million | $459.370 million |
10Y return | -2.78 % | 79.16 % |
Annual distribution yield (5Y) | 1.45 % | 9.20 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RSM | GEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 194 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,312.27 |
Average age group | N/A | 26 - 35 |
Pros and Cons
RSM | GEAR | |
|---|---|---|
Pros |
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Cons |
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RSM | 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 |