Compare AU
Compare GIVE vs. BNDS
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 BNDS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $523.25 | $849.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $785.00 | $930.93 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | BNDS | |
|---|---|---|
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. | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 848.0m in AUM and 383 holdings. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | Perpetual Esg Australian Share Active ETF (100 %) | AUSTRALIA GOVERNMENT BOND 2.75% MAY-41 (2.20 %) AUSTRALIA GOVERNMENT BOND 3.5% DEC-34 (2.06 %) AUSTRALIA GOVERNMENT BOND 3.75% MAY-34 (1.56 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | |
Top 3 countries | ||
Management fee | 0.65 % | 0.42 % |
Key Summary
GIVE | BNDS | |
|---|---|---|
Issuer | Perpetual | BetaShares |
Tracking index | S&P/ASX 300 Index - AUD | Bloomberg AusBond Composite Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.42 % |
Price | $3.14 | $23.87 |
Size | N/A | $827.808 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 6.02 % | 2.45 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $523.25 | $849.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $785.00 | $930.93 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | BNDS | |
|---|---|---|
Pros |
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Cons |
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GIVE | BNDS |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |