Compare AU

Compare GIVE vs. BHYB

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

Community Stats

GIVE

BHYB

Popularity

Low

Low

Pearlers invested

2

12

Median incremental investment

$523.25

$1,043.09

Median investment frequency

Quarterly

Monthly

Median total investment

$812.50

$3,778.37

Average age group

26 - 35

> 35


Key Summary

GIVE

BHYB

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.

BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses.

Top 3 holdings

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

NABPH (8.15 %)

NABPI (6.73 %)

NABPF (6.33 %)

Top 3 industries

Other (99.51 %)

Communication Services (0.49 %)

Top 3 countries

Management fee

0.65 %

0.35 %


Key Summary

GIVE

BHYB

Issuer

Perpetual

BetaShares

Tracking index

S&P/ASX 300 Index - AUD

Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.65 %

0.35 %

Price

$3.24

$9.95

Size

N/A

$494.535 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

5.50 %

3.70 %

Market

ASX

ASX

First listed date

28/11/2021

22/04/2021

Purchase fee

$6.50

$6.50


Community Stats

GIVE

BHYB

Popularity

Low

Low

Pearlers invested

2

12

Median incremental investment

$523.25

$1,043.09

Median investment frequency

Quarterly

Monthly

Median total investment

$812.50

$3,778.37

Average age group

26 - 35

> 35


Pros and Cons

GIVE

BHYB

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

GIVE

BHYB

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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