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Compare GIVE vs. QMAX
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 QMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | QMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $543.50 | $910.75 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $532.14 | $7,411.39 |
Average age group | > 35 | > 35 |
Key Summary
GIVE | QMAX | |
|---|---|---|
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. | QMAX.AX was created on 2022-10-04 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QMAX.AX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (7.41 %) Reliance Worldwide Corp Ltd (5.99 %) GWA Group Ltd (5.72 %) | Betashares Nasdaq 100 Yield Maximiser Complex ETF (100 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | United States (96.17 %) Canada (1.38 %) Netherlands (0.96 %) |
Management fee | 0.65 % | 0.68 % |
Key Summary
GIVE | QMAX | |
|---|---|---|
Issuer | Perpetual | BetaShares |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.68 % |
Price | $2.94 | $31.01 |
Size | N/A | $46.433 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 9.21 % | 6.05 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 06/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | QMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $543.50 | $910.75 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $532.14 | $7,411.39 |
Average age group | > 35 | > 35 |
Pros and Cons
GIVE | QMAX | |
|---|---|---|
Pros |
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Cons |
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GIVE | QMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |