Compare AU

Compare GIVE vs. IEU

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

Community Stats

GIVE

IEU

Popularity

Low

Low

Pearlers invested

2

57

Median incremental investment

$523.25

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$2,123.00

Average age group

26 - 35

26 - 35


Key Summary

GIVE

IEU

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.

IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets

Top 3 holdings

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

ISHARES EUROPE ETF TRUST (99.88 %)

AUD CASH (0.11 %)

USD CASH (0.02 %)

Top 3 industries

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

United Kingdom of Great Britain and Northern Ireland (22.73 %)

Switzerland (16.15 %)

France (15.81 %)

Management fee

0.65 %

0.59 %


Key Summary

GIVE

IEU

Issuer

Perpetual

iShares

Tracking index

S&P/ASX 300 Index - AUD

S&P Europe 350 Index - AUD

Asset class

ETF

ETF

Management fee

0.65 %

0.59 %

Price

$3.19

$84.92

Size

N/A

$735.335 million

10Y return

N/A

64.29 %

Annual dividend/β€Šdistribution yield (5Y)

5.50 %

2.40 %

Market

ASX

ASX

First listed date

28/11/2021

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

GIVE

IEU

Popularity

Low

Low

Pearlers invested

2

57

Median incremental investment

$523.25

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$2,123.00

Average age group

26 - 35

26 - 35


Pros and Cons

GIVE

IEU

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

GIVE

IEU

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

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