Compare AU

Compare GIVE vs. GLPR

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

Community Stats

GIVE

GLPR

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$523.25

$1,944.56

Median investment frequency

Quarterly

Fortnightly

Median total investment

$797.50

$2,009.70

Average age group

26 - 35

26 - 35


Key Summary

GIVE

GLPR

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.

GLPR.AX was created on 2023-05-16 by iShares. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of global developed market real estate securities.

Top 3 holdings

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

Prologis Inc (6.52 %)

Equinix Inc (6.07 %)

Welltower Inc (5.19 %)

Top 3 industries

Other (77.30 %)

Real Estate (22.70 %)

Communication Services (0.69 %)

Top 3 countries

United States (74.39 %)

Japan (5.44 %)

United Kingdom of Great Britain and Northern Ireland (3.41 %)

Management fee

0.65 %

0.15 %


Key Summary

GIVE

GLPR

Issuer

Perpetual

iShares

Tracking index

S&P/ASX 300 Index - AUD

FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.65 %

0.15 %

Price

$3.19

$26.10

Size

N/A

$313.746 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

5.50 %

1.01 %

Market

ASX

ASX

First listed date

28/11/2021

17/05/2023

Purchase fee

$6.50

$6.50


Community Stats

GIVE

GLPR

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$523.25

$1,944.56

Median investment frequency

Quarterly

Fortnightly

Median total investment

$797.50

$2,009.70

Average age group

26 - 35

26 - 35


Pros and Cons

GIVE

GLPR

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

GIVE

GLPR

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

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