Compare AU
Compare GIVE vs. ESGI
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 ESGI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,227 |
Median incremental investment | $523.25 | $743.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GIVE | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | ASML Holding NV (5.33 %) Novo Nordisk AS Class B (5.08 %) NVIDIA Corp (4.65 %) |
Top 3 industries | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) | |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.65 % | 0.55 % |
Key Summary
GIVE | ESGI | |
|---|---|---|
Issuer | Perpetual | VanEck |
Tracking index | S&P/ASX 300 Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.55 % |
Price | $3.19 | $37.16 |
Size | N/A | $213.501 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 3.26 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,227 |
Median incremental investment | $523.25 | $743.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GIVE | ESGI | |
|---|---|---|
Pros |
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Cons |
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GIVE | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |