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Compare EAFZ 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 EAFZ and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EAFZ | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $788.50 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $1,662.57 | $3,670.80 |
Average age group | > 35 | > 35 |
Key Summary
EAFZ | 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 | Ellerston Asia Growth Fund Complex ETF (100 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | |
Management fee | 0 % | 0.65 % |
Key Summary
EAFZ | GIVE | |
|---|---|---|
Issuer | Perpetual | |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.65 % |
Price | $7.54 | $2.76 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 7.94 % | 9.52 % |
Market | ASX | ASX |
First listed date | 07/06/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EAFZ | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $788.50 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $1,662.57 | $3,670.80 |
Average age group | > 35 | > 35 |
Pros and Cons
EAFZ | GIVE | |
|---|---|---|
Pros |
| |
Cons |
|
EAFZ | GIVE |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |