Compare AU

Compare GIVE vs. HGEN

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

Community Stats

GIVE

HGEN

Popularity

Low

Low

Pearlers invested

2

361

Median incremental investment

$523.25

$645.50

Median investment frequency

Quarterly

Monthly

Median total investment

$812.50

$636.30

Average age group

26 - 35

> 35


Key Summary

GIVE

HGEN

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.

HGEN.AX was created on 2021-10-06 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 26.31m in AUM and 31 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Hydrogen ESG Index.

Top 3 holdings

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

Bloom Energy Corp Class A (27.67 %)

Plug Power Inc (10.83 %)

Doosan Fuel Cell Ordinary Shares (7.44 %)

Top 3 industries

Industrials (96.09 %)

Utilities (7.76 %)

Consumer Staples (4.09 %)

Top 3 countries

United States (39.09 %)

Korea (19.33 %)

Norway (11.75 %)

Management fee

0.65 %

0.69 %


Key Summary

GIVE

HGEN

Issuer

Perpetual

Global X

Tracking index

S&P/ASX 300 Index - AUD

Solactive Global Hydrogen Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.65 %

0.69 %

Price

$3.25

$5.05

Size

N/A

$28.976 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

5.50 %

0.16 %

Market

ASX

ASX

First listed date

28/11/2021

06/10/2021

Purchase fee

$6.50

$6.50


Community Stats

GIVE

HGEN

Popularity

Low

Low

Pearlers invested

2

361

Median incremental investment

$523.25

$645.50

Median investment frequency

Quarterly

Monthly

Median total investment

$812.50

$636.30

Average age group

26 - 35

> 35


Pros and Cons

GIVE

HGEN

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

GIVE

HGEN

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

Home