At a glance
Side-by-side comparison
| Metric |
GEAR
BetaShares Geared Australian Equity Fund
|
G200
BetaShares Wealth Builder Australia 200 Geared (30-40% LVR) Complex ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
BetaShares
|
| Tracks index |
—
|
—
|
| Categories |
AU, Large-Cap, Geared
|
AU, Large-Cap, Geared
|
| Listed since |
2014 (12 yrs)
|
2024 (2 yrs)
|
| Fund size (AUM) |
$572m
|
$37m
|
| Cost & income | ||
| Management fee |
2.23%
|
0.59%
|
| Dividend yield |
1.85%
|
1.73%
|
| Franking |
72%
|
75%
|
| Turnover |
45%
|
15%
|
| Tax drag | 1.28% | 0.54% |
| Returns |
Tax bracket
|
|
| 1-year return |
-1.4%
net
|
1.4%
net
|
| 3-year return |
17.5%
net
|
—
|
| 5-year return |
10.4%
net
|
—
|
| 10-year return |
12.5%
net
|
—
|
| Risk | ||
| Volatility (3y) |
24.1%
|
—
|
| Volatility (5y) |
29.1%
|
—
|
| Volatility (10y) |
30.5%
|
—
|
| Sharpe ratio (3y) |
0.62
|
—
|
| Sharpe ratio (5y) |
0.37
|
—
|
| 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
Frequently Asked Questions
GEAR and G200 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 (1.4% 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 1.4% a year. Past performance is not a reliable indicator of future returns.
GEAR pays the higher at 1.85%. Remember distributions are taxed each year at your marginal rate.
GEAR is the larger fund by assets ($572m). Larger funds are typically more liquid and trade on tighter spreads.
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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.