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Compare AAA vs. GIVE
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 AAA and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 3 |
Median incremental investment | $4,028.65 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,255.40 | $503.18 |
Average age group | > 35 | > 35 |
Key Summary
AAA | GIVE | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Aussie Cash Deposits (100 %) | Deterra Royalties Ltd Ordinary Shares (8.71 %) Reliance Worldwide Corp Ltd (7.38 %) GWA Group Ltd (5.05 %) |
Top 3 industries | Communication Services (100.00 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | |
Management fee | 0.18 % | 0.65 % |
Key Summary
AAA | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.65 % |
Price | $50.12 | $2.78 |
Size | $5.067 billion | N/A |
10Y return | 0.04 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.35 % | 9.52 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 3 |
Median incremental investment | $4,028.65 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,255.40 | $503.18 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | GIVE | |
|---|---|---|
Pros |
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Cons |
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AAA | GIVE |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |