Compare AU
Compare GIVE vs. BEAR
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 BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $523.25 | $1,175.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $807.50 | $2,255.52 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GIVE | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0.65 % | 1.38 % |
Key Summary
GIVE | BEAR | |
|---|---|---|
Issuer | Perpetual | BetaShares |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 1.38 % |
Price | $3.23 | $7.62 |
Size | N/A | $42.599 million |
10Y return | N/A | -58.86 % |
Annual dividend/ distribution yield (5Y) | 5.50 % | 0.28 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $523.25 | $1,175.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $807.50 | $2,255.52 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GIVE | BEAR | |
|---|---|---|
Pros |
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Cons |
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GIVE | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |