Compare AU

Compare AESG vs. GIVE

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Global Aggregate Bond Esg (Aud Hedged) ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AESG and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AESG

GIVE

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$1,993.50

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$4,109.28

$812.50

Average age group

> 35

26 - 35


Key Summary

AESG

GIVE

Strategy

AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging).

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

iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %)

Perpetual Esg Australian Share Fund (Managed Fund) (100 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Management fee

0.19 %

0.65 %


Key Summary

AESG

GIVE

Issuer

iShares

Perpetual

Tracking index

Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.65 %

Price

$97.84

$3.25

Size

$83.454 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.84 %

5.50 %

Market

ASX

ASX

First listed date

10/08/2022

28/11/2021

Purchase fee

$6.50

$6.50


Community Stats

AESG

GIVE

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$1,993.50

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$4,109.28

$812.50

Average age group

> 35

26 - 35


Pros and Cons

AESG

GIVE

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

AESG

GIVE

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

Home