Compare AU
Compare VGAD 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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD) 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
VGAD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 516 | 223 |
Median incremental investment | $2,031.12 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,105.75 | $2,120.95 |
Average age group | > 35 | 26 - 35 |
Key Summary
VGAD | GEAR | |
|---|---|---|
Strategy | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. | 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 | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) | COMMONWEALTH BANK OF AUSTRALIA (26.52 %) BHP GROUP LTD (17.74 %) CSL LTD (10.87 %) |
Top 3 industries | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) | Other (37.59 %) Financials (21.58 %) Materials (11.38 %) |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.21 % | 0.8 % |
Key Summary
VGAD | GEAR | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.21 % | 0.8 % |
Price | $106.50 | $32.63 |
Size | N/A | $532.955 million |
10Y return | 92.03 % | 43.37 % |
Annual distribution yield (5Y) | 3.46 % | 8.59 % |
Market | ASX | ASX |
First listed date | 20/11/2014 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VGAD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 516 | 223 |
Median incremental investment | $2,031.12 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,105.75 | $2,120.95 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VGAD | GEAR | |
|---|---|---|
Pros |
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Cons |
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VGAD | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |