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Compare AGGG 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 AGGG and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AGGG | GIVE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $523.25 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $510.38 |
Average age group | N/A | 26 - 35 |
Key Summary
AGGG | 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 | iShares Core Global Aggregate Bond (Aud Hdg) ETF (100 %) | Deterra Royalties Ltd Ordinary Shares (6.71 %) Reliance Worldwide Corp Ltd (6.07 %) Brickworks (5.99 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.65 % |
Key Summary
AGGG | GIVE | |
|---|---|---|
Issuer | Perpetual | |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.65 % |
Price | $100.24 | $3.02 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 9.27 % |
Market | ASX | ASX |
First listed date | 05/11/2025 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGGG | GIVE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $523.25 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $510.38 |
Average age group | N/A | 26 - 35 |
Pros and Cons
AGGG | GIVE | |
|---|---|---|
Pros |
| |
Cons |
|
AGGG | GIVE |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |