Compare AU
Compare GIVE vs. QHAL
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 are a popular choice. Two options in the ASX are GIVE and QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 62 |
Median incremental investment | $523.25 | $865.83 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $807.50 | $5,068.63 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | QHAL | |
|---|---|---|
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. | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index. |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | MSCI Global 'Quality' (ex-AUS hedged) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) | |
Management fee | 0.65 % | 0.43 % |
Key Summary
GIVE | QHAL | |
|---|---|---|
Issuer | Perpetual | VanEck |
Tracking index | S&P/ASX 300 Index - AUD | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.43 % |
Price | $3.23 | $49.20 |
Size | N/A | $1.531 billion |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 5.50 % | 1.82 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 62 |
Median incremental investment | $523.25 | $865.83 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $807.50 | $5,068.63 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | QHAL | |
|---|---|---|
Pros |
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Cons |
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GIVE | QHAL |
|---|---|
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 |