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Compare AU
Compare GIVE vs. IHOO
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Perpetual Esg Australian Share Active ETF (GIVE) and the iShares Global 100 Aud Hedged ETF (IHOO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | IHOO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 16 |
Median incremental investment | $543.50 | $1,196.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $497.75 | $7,963.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
GIVE | IHOO | |
|---|---|---|
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. | IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (8.76 %) Reliance Worldwide Corp Ltd (7.39 %) GPT Group (6.07 %) | NVIDIA CORP (12.39 %) APPLE INC (10.17 %) MICROSOFT CORP (7.73 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Information Technology (44.57 %) Financials (10.12 %) Consumer Discretionary (9.19 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | United States (79.70 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) Switzerland (3.15 %) |
Management fee | 0.65 % | 0.43 % |
Key Summary
GIVE | IHOO | |
|---|---|---|
Issuer | Perpetual | iShares |
Tracking index | S&P/ASX 300 Index - AUD | S&P Global 100 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.43 % |
Price | $2.76 | $253.64 |
Size | N/A | $749.006 million |
10Y return | N/A | 174.98 % |
Annual distribution yield (5Y) | 9.52 % | 4.64 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | IHOO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 16 |
Median incremental investment | $543.50 | $1,196.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $497.75 | $7,963.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GIVE | IHOO | |
|---|---|---|
Pros |
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Cons |
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GIVE | IHOO |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |