Compare AU
Compare AASF 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 are a popular choice. Two options in the ASX are AASF and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AASF | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,993.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,466.08 | $797.50 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
AASF | GIVE | |
|---|---|---|
Strategy | N/A | 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 | Airlie Australian Share Fund (Managed Fund) (100 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.65 % |
Key Summary
AASF | GIVE | |
|---|---|---|
Issuer | Perpetual | |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.65 % |
Price | $3.92 | $3.19 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.30 % | 5.50 % |
Market | ASX | ASX |
First listed date | 03/06/2020 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AASF | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,993.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,466.08 | $797.50 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
AASF | GIVE | |
|---|---|---|
Pros |
| |
Cons |
|
AASF | GIVE |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |