Compare AU

Compare GIVE vs. A200

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

Perpetual Esg Australian Share Fund (Managed Fund)

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 GIVE and A200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GIVE

A200

Popularity

Low

Medium

Pearlers invested

2

4,875

Median incremental investment

$523.25

$1,077.46

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$3,657.68

Average age group

26 - 35

26 - 35


Key Summary

GIVE

A200

Strategy

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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

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

COMMONWEALTH BANK OF AUSTRALIA (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Financials (34.23 %)

Materials (17.97 %)

Health Care (8.44 %)

Top 3 countries

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.65 %

0.04 %


Key Summary

GIVE

A200

Issuer

Perpetual

BetaShares

Tracking index

S&P/ASX 300 Index - AUD

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.65 %

0.04 %

Price

$3.19

$140.68

Size

N/A

$6.134 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

5.50 %

5.25 %

Market

ASX

ASX

First listed date

28/11/2021

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

GIVE

A200

Popularity

Low

Medium

Pearlers invested

2

4,875

Median incremental investment

$523.25

$1,077.46

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$3,657.68

Average age group

26 - 35

26 - 35


Pros and Cons

GIVE

A200

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

GIVE

A200

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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