Compare AU
Compare GIVE vs. AYLD
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 GIVE and AYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 10 |
Median incremental investment | $523.25 | $1,065.75 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $807.50 | $1,872.39 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | AYLD | |
|---|---|---|
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. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 52.54m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Financials (56.04 %) Materials (16.72 %) Health Care (11.14 %) | |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0.65 % | 0.6 % |
Key Summary
GIVE | AYLD | |
|---|---|---|
Issuer | Perpetual | Global X |
Tracking index | S&P/ASX 300 Index - AUD | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.6 % |
Price | $3.20 | $10.72 |
Size | N/A | $55.617 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 3.17 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 10 |
Median incremental investment | $523.25 | $1,065.75 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $807.50 | $1,872.39 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | AYLD | |
|---|---|---|
Pros |
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Cons |
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GIVE | AYLD |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |