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Compare FRGG 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 Franklin Global Growth Fund - Active ETF (FRGG) 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
FRGG | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,501.25 | $768.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $1,278.94 | $3,697.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
FRGG | GIVE | |
|---|---|---|
Strategy | FRGG.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World ex Australia Index NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term. | 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 | Hubbell Inc (4.67 %) Amazon.com Inc (4.16 %) AstraZeneca PLC (3.63 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Information Technology (42.27 %) Consumer Discretionary (20.65 %) Industrials (18.87 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (61.92 %) Switzerland (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.56 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.9 % | 0.65 % |
Key Summary
FRGG | GIVE | |
|---|---|---|
Issuer | Franklin | Perpetual |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.9 % | 0.65 % |
Price | $1.795 | $2.78 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 13.58 % | 9.52 % |
Market | ASX | ASX |
First listed date | 14/04/2024 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FRGG | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,501.25 | $768.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $1,278.94 | $3,697.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FRGG | GIVE | |
|---|---|---|
Pros |
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Cons |
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FRGG | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |