Compare AU
Compare GIVE vs. EIGA
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 EIGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 62 |
Median incremental investment | $523.25 | $599.39 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,505.43 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) | |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.65 % | 0.8 % |
Key Summary
GIVE | EIGA | |
|---|---|---|
Issuer | Perpetual | Perennial |
Tracking index | S&P/ASX 300 Index - AUD | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.8 % |
Price | $3.19 | $3.89 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 6.44 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 62 |
Median incremental investment | $523.25 | $599.39 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,505.43 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | EIGA | |
|---|---|---|
Pros |
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Cons |
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GIVE | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |