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Compare SUBD 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 SUBD and GEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SUBD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 271 |
Median incremental investment | $9,952.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,730.58 | $2,519.19 |
Average age group | > 35 | 26 - 35 |
Key Summary
SUBD | GEAR | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2955.59m in AUM and 38 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. | 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 | VanEck Australian Subordinated Debt ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (23.21 %) BHP GROUP LTD (17.16 %) WESTPAC BANKING CORP (10.72 %) |
Top 3 industries | 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 | 0.29 % | 0.8 % |
Key Summary
SUBD | GEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.8 % |
Price | $25.27 | $36.67 |
Size | $3.065 billion | $533.902 million |
10Y return | N/A | 105.43 % |
Annual dividend/ distribution yield (5Y) | 3.27 % | 5.75 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 271 |
Median incremental investment | $9,952.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,730.58 | $2,519.19 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SUBD | GEAR | |
|---|---|---|
Pros |
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Cons |
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SUBD | 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 |