Compare AU

Compare BGBL vs. GIVE

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

BetaShares Global Shares 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 BGBL and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BGBL

GIVE

Popularity

Low

Low

Pearlers invested

374

2

Median incremental investment

$2,037.80

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$10,609.65

$807.50

Average age group

26 - 35

26 - 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

APPLE INC (5.30 %)

MICROSOFT CORP (5.02 %)

NVIDIA CORP (4.56 %)

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

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

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

$73.12

$3.20

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.25 %

5.50 %

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

374

2

Median incremental investment

$2,037.80

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$10,609.65

$807.50

Average age group

26 - 35

26 - 35


Pros and Cons

BGBL

GIVE

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

BGBL

GIVE

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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