Compare AU
Compare GIVE vs. ESPO
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 ESPO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | ESPO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 221 |
Median incremental investment | $523.25 | $607.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $810.00 | $1,718.85 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | ESPO | |
|---|---|---|
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. | ESPO.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. The Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | AppLovin Corp Ordinary Shares - Class A (14.02 %) Tencent Holdings Ltd (7.59 %) NetEase Inc ADR (6.34 %) |
Top 3 industries | Communication Services (53.13 %) Information Technology (38.36 %) Other (10.46 %) | |
Top 3 countries | United States (40.90 %) Japan (22.86 %) China (16.75 %) | |
Management fee | 0.65 % | 0.55 % |
Key Summary
GIVE | ESPO | |
|---|---|---|
Issuer | Perpetual | VanEck |
Tracking index | S&P/ASX 300 Index - AUD | MVIS Global Video Gaming & eSports |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.55 % |
Price | $3.23 | $16.83 |
Size | N/A | $75.313 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 0.59 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | ESPO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 221 |
Median incremental investment | $523.25 | $607.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $810.00 | $1,718.85 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | ESPO | |
|---|---|---|
Pros |
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Cons |
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GIVE | ESPO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |