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Compare USHY 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 USHY and GEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 225 |
Median incremental investment | $7,000.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,385.66 | $2,176.85 |
Average age group | > 35 | 26 - 35 |
Key Summary
USHY | GEAR | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before 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 515.73m 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 | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (26.87 %) BHP GROUP LTD (16.17 %) NATIONAL AUSTRALIA BANK LTD (10.48 %) |
Top 3 industries | Other (37.21 %) Financials (22.23 %) Materials (10.65 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.3 % | 0.8 % |
Key Summary
USHY | GEAR | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.8 % |
Price | $10.67 | $34.21 |
Size | $18.736 million | $536.144 million |
10Y return | N/A | 52.18 % |
Annual dividend/ distribution yield (5Y) | 4.55 % | 6.33 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 225 |
Median incremental investment | $7,000.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,385.66 | $2,176.85 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USHY | GEAR | |
|---|---|---|
Pros |
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Cons |
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USHY | 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 |