Compare AU

Compare GIVE vs. CETF

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

Community Stats

GIVE

CETF

Popularity

Low

Low

Pearlers invested

2

30

Median incremental investment

$523.25

$956.32

Median investment frequency

Quarterly

Monthly

Median total investment

$807.50

$1,330.09

Average age group

26 - 35

> 35


Key Summary

GIVE

CETF

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.

CETF.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide investors with access to a portfolio of the 50 largest companies in the mainland Chinese market.

Top 3 holdings

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

Kweichow Moutai Co Ltd Class A (11.64 %)

Contemporary Amperex Technology Co Ltd Class A (7.23 %)

China Merchants Bank Co Ltd Class A (4.76 %)

Top 3 industries

Financials (35.50 %)

Consumer Staples (33.17 %)

Industrials (15.44 %)

Top 3 countries

China (100.00 %)

Management fee

0.65 %

0.6 %


Key Summary

GIVE

CETF

Issuer

Perpetual

VanEck

Tracking index

S&P/ASX 300 Index - AUD

FTSE China A50 Index - CNY

Asset class

ETF

ETF

Management fee

0.65 %

0.6 %

Price

$3.23

$57.83

Size

N/A

$34.649 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

5.50 %

2.02 %

Market

ASX

ASX

First listed date

28/11/2021

26/06/2015

Purchase fee

$6.50

$6.50


Community Stats

GIVE

CETF

Popularity

Low

Low

Pearlers invested

2

30

Median incremental investment

$523.25

$956.32

Median investment frequency

Quarterly

Monthly

Median total investment

$807.50

$1,330.09

Average age group

26 - 35

> 35


Pros and Cons

GIVE

CETF

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

GIVE

CETF

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

Home