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Compare GIVE vs. AUST
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 Perpetual Esg Australian Share Active ETF (GIVE) and the Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $768.50 | $506.85 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $4,029.90 | $2,010.40 |
Average age group | > 35 | < 26 |
Key Summary
GIVE | AUST | |
|---|---|---|
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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 32.59m in AUM and 201 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (6.96 %) Reliance Worldwide Corp Ltd (6.34 %) GPT Group (5.94 %) | COMMONWEALTH BANK OF AUSTRALIA (9.00 %) BHP GROUP LTD (8.99 %) WESTPAC BANKING CORP (4.76 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.65 % | 0.49 % |
Key Summary
GIVE | AUST | |
|---|---|---|
Issuer | Perpetual | BetaShares |
Tracking index | S&P/ASX 300 Index - AUD | S&P/ASX 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.49 % |
Price | $3.03 | $17.95 |
Size | N/A | $33.013 million |
10Y return | N/A | 24.83 % |
Annual distribution yield (5Y) | 9.52 % | 3.57 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $768.50 | $506.85 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $4,029.90 | $2,010.40 |
Average age group | > 35 | < 26 |
Pros and Cons
GIVE | AUST | |
|---|---|---|
Pros |
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Cons |
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GIVE | AUST |
|---|---|
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 |