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Compare ALTB 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 iShares 15+ Year Australian Government Bond ETF (ALTB) 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
ALTB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,036.80 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $15,940.05 | $510.38 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALTB | GIVE | |
|---|---|---|
Strategy | ALTB.AX was created on 2024-06-07 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. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more. | 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 | Australia (Commonwealth of) 2.75% (21.47 %) Australia (Commonwealth of) 1.75% (18.75 %) Australia (Commonwealth of) 3% (18.41 %) | 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 | 0.15 % | 0.65 % |
Key Summary
ALTB | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | Bloomberg AusBond Government 0-15 Year Index - AUD - Benchmark TR Gross | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.65 % |
Price | $98.09 | $3.01 |
Size | $144.010 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.68 % | 9.27 % |
Market | ASX | ASX |
First listed date | 12/06/2024 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALTB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,036.80 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $15,940.05 | $510.38 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALTB | GIVE | |
|---|---|---|
Pros |
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Cons |
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ALTB | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |