Compare AU

Compare GIVE vs. GEAR

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

Community Stats

GIVE

GEAR

Popularity

Low

Low

Pearlers invested

2

196

Median incremental investment

$523.25

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$2,273.76

Average age group

26 - 35

26 - 35


Key Summary

GIVE

GEAR

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.

GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund.

Top 3 holdings

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

COMMONWEALTH BANK OF AUSTRALIA (19.29 %)

BHP GROUP LTD (19.01 %)

CSL LTD (12.95 %)

Top 3 industries

Other (35.58 %)

Financials (20.56 %)

Materials (12.96 %)

Top 3 countries

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Management fee

0.65 %

0.8 %


Key Summary

GIVE

GEAR

Issuer

Perpetual

BetaShares

Tracking index

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

0.65 %

0.8 %

Price

$3.19

$31.58

Size

N/A

$492.306 million

10Y return

N/A

53.97 %

Annual dividend/ distribution yield (5Y)

5.50 %

9.20 %

Market

ASX

ASX

First listed date

28/11/2021

02/05/2014

Purchase fee

$6.50

$6.50


Community Stats

GIVE

GEAR

Popularity

Low

Low

Pearlers invested

2

196

Median incremental investment

$523.25

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$2,273.76

Average age group

26 - 35

26 - 35


Pros and Cons

GIVE

GEAR

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

GIVE

GEAR

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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