Compare AU
Compare GIVE vs. ISEC
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 ISEC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $523.25 | $1,096.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,207.44 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GIVE | ISEC | |
|---|---|---|
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. | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) |
Top 3 industries | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) | |
Top 3 countries | ||
Management fee | 0.65 % | 0.12 % |
Key Summary
GIVE | ISEC | |
|---|---|---|
Issuer | Perpetual | iShares |
Tracking index | S&P/ASX 300 Index - AUD | S&P/ASX Bank Bill Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.12 % |
Price | $3.19 | $100.62 |
Size | N/A | $246.959 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 2.05 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $523.25 | $1,096.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,207.44 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GIVE | ISEC | |
|---|---|---|
Pros |
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Cons |
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GIVE | ISEC |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |