Compare AU
Compare GIVE vs. IHD
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 IHD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 27 |
Median incremental investment | $523.25 | $644.56 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $800.00 | $1,343.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) | |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
Management fee | 0.65 % | 0.23 % |
Key Summary
GIVE | IHD | |
|---|---|---|
Issuer | Perpetual | iShares |
Tracking index | S&P/ASX 300 Index - AUD | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.23 % |
Price | $3.20 | $14.60 |
Size | N/A | $313.421 million |
10Y return | N/A | 3.69 % |
Annual dividend/ distribution yield (5Y) | 5.50 % | 7.42 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 27 |
Median incremental investment | $523.25 | $644.56 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $800.00 | $1,343.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | IHD | |
|---|---|---|
Pros |
| |
Cons |
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GIVE | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |