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Compare BGBL 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 Global Shares ETF (BGBL) 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
BGBL | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 667 | 2 |
Median incremental investment | $2,023.31 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $10,217.15 | $2,780.03 |
Average age group | 26 - 35 | > 35 |
Key Summary
BGBL | GIVE | |
|---|---|---|
Strategy | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the 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 | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.35 %) APPLE INC (4.47 %) | Deterra Royalties Ltd Ordinary Shares (6.96 %) Reliance Worldwide Corp Ltd (6.34 %) GPT Group (5.94 %) |
Top 3 industries | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) | |
Management fee | 0.08 % | 0.65 % |
Key Summary
BGBL | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.08 % | 0.65 % |
Price | $80.29 | $3.03 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.03 % | 9.52 % |
Market | ASX | ASX |
First listed date | 10/05/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BGBL | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 667 | 2 |
Median incremental investment | $2,023.31 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $10,217.15 | $2,780.03 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BGBL | GIVE | |
|---|---|---|
Pros |
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Cons |
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BGBL | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |