At a glance
Side-by-side comparison
| Metric |
G200
BetaShares Wealth Builder Australia 200 Geared (30-40% LVR) Complex ETF
|
GEAR
BetaShares Geared Australian Equity Fund
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
BetaShares
|
| Tracks index |
—
|
—
|
| Categories |
AU, Large-Cap, Geared
|
AU, Large-Cap, Geared
|
| Listed since |
2024 (2 yrs)
|
2014 (12 yrs)
|
| Fund size (AUM) |
$34m
|
$636m
|
| Cost & income | ||
| Management fee |
0.59%
|
2.23%
|
| Dividend yield |
1.69%
|
1.79%
|
| Franking |
75%
|
72%
|
| Turnover |
15%
|
45%
|
| Tax drag | 0.53% | 1.28% |
| Returns |
Tax bracket
|
|
| 1-year return |
6.3%
net
|
5.7%
net
|
| 3-year return |
—
|
14.9%
net
|
| 5-year return |
—
|
11.3%
net
|
| 10-year return |
—
|
12.5%
net
|
| Risk | ||
| Volatility (3y) |
—
|
24.4%
|
| Volatility (5y) |
—
|
29.1%
|
| Volatility (10y) |
—
|
30.5%
|
| Sharpe ratio (3y) |
—
|
0.52
|
| Sharpe ratio (5y) |
—
|
0.4
|
| Sharpe ratio (10y) |
—
|
0.48
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Pricier than similar ETFs, which average around 0.31%.
- Top-21% returns over 5 years (39th of 188 ETFs we track).
- A 2.23% management fee is high and compounds against you over time.
Frequently Asked Questions
G200 and GEAR are 2 Australian-listed ETFs we compare side by side. G200 carries the lower management fee (0.59%). Over 1 year, G200 has delivered the higher total return (6.3% a year). The table above breaks down fees, returns, income and risk for each.
G200 has the lower management fee at 0.59% a year, versus GEAR 2.23%.
Over the past 1 year, G200 has delivered the higher total return at 6.3% a year. Past performance is not a reliable indicator of future returns.
GEAR pays the higher at 1.79%. Remember distributions are taxed each year at your marginal rate.
GEAR is the larger fund by assets ($636m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.