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Compare GEAR vs. OZF
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 Geared Australian Equities Complex ETF (GEAR) and the State Street SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 300 | 16 |
Median incremental investment | $1,000.00 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,214.55 | $1,227.96 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GEAR | OZF | |
|---|---|---|
Strategy | 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. | OZF.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 39.83m in AUM and 32 holdings. The State Street SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (24.41 %) BHP GROUP LTD (22.14 %) WESTPAC BANKING CORP (11.56 %) | Commonwealth Bank of Australia (31.73 %) Westpac Banking Corp (15.16 %) National Australia Bank Ltd (14.28 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
GEAR | OZF | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $34.07 | $30.32 |
Size | $533.930 million | $41.429 million |
10Y return | 110.05 % | 66.50 % |
Annual distribution yield (5Y) | 5.62 % | 4.14 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 300 | 16 |
Median incremental investment | $1,000.00 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,214.55 | $1,227.96 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GEAR | OZF | |
|---|---|---|
Pros |
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Cons |
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GEAR | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |