Compare AU
Compare US10 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 Us Treasury Bond 7-10Yr Ch ETF (US10) 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
US10 | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 223 |
Median incremental investment | $2,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,477.08 | $2,171.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
US10 | GEAR | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. | 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 523.56m 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 | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.625% FEB-35 (9.48 %) | COMMONWEALTH BANK OF AUSTRALIA (26.52 %) BHP GROUP LTD (17.74 %) CSL LTD (10.87 %) |
Top 3 industries | Other (37.59 %) Financials (21.58 %) Materials (11.38 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.22 % | 0.8 % |
Key Summary
US10 | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.8 % |
Price | $50.41 | $33.09 |
Size | $26.951 million | $532.955 million |
10Y return | N/A | 42.14 % |
Annual distribution yield (5Y) | 0.88 % | 8.59 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 223 |
Median incremental investment | $2,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,477.08 | $2,171.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
US10 | GEAR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
US10 | 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 |