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Compare GIVE vs. MTUM
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 Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 11 |
Median incremental investment | $543.50 | $633.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $526.71 | $1,709.40 |
Average age group | > 35 | > 35 |
Key Summary
GIVE | MTUM | |
|---|---|---|
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. | N/A |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (8.71 %) Reliance Worldwide Corp Ltd (7.38 %) GWA Group Ltd (5.05 %) | SPI 200 FUTURES JUN26 (0 %) ANZ GROUP HOLDINGS LTD (7.73 %) RIO TINTO LTD (7.44 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | |
Management fee | 0.65 % | 0 % |
Key Summary
GIVE | MTUM | |
|---|---|---|
Issuer | Perpetual | |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.65 % | 0 % |
Price | $2.91 | $28.49 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 9.52 % | 1.19 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 11 |
Median incremental investment | $543.50 | $633.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $526.71 | $1,709.40 |
Average age group | > 35 | > 35 |
Pros and Cons
GIVE | MTUM | |
|---|---|---|
Pros |
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Cons |
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GIVE | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |