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Compare AEBD 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Ethical Australian Composite Bond ETF (AEBD) and the Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AEBD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $2,346.75 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,634.10 | $3,737.30 |
Average age group | 26 - 35 | > 35 |
Key Summary
AEBD | GIVE | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account 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 | BRITISH COLUMBIA PROV OF 5.2% MAY-36 (2.76 %) AIRSERVICES AUSTRALIA 5.35% NOV-37 (1.38 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.27 %) | Deterra Royalties Ltd Ordinary Shares (8.76 %) Reliance Worldwide Corp Ltd (7.39 %) GPT Group (6.07 %) |
Top 3 industries | 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 | 0.34 % | 0.65 % |
Key Summary
AEBD | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.65 % |
Price | $49.70 | $2.81 |
Size | $69.317 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.33 % | 9.52 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $2,346.75 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,634.10 | $3,737.30 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AEBD | GIVE | |
|---|---|---|
Pros |
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Cons |
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AEBD | 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 |
Lower distribution yield | Higher distribution yield |