Compare AU
Compare GIVE vs. ROYL
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 ROYL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $523.25 | $700.30 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $807.50 | $1,678.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0.65 % | 0.69 % |
Key Summary
GIVE | ROYL | |
|---|---|---|
Issuer | Perpetual | BetaShares |
Tracking index | S&P/ASX 300 Index - AUD | Solactive Global Royalties Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.69 % |
Price | $3.23 | $10.94 |
Size | N/A | $9.731 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 1.27 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $523.25 | $700.30 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $807.50 | $1,678.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | ROYL | |
|---|---|---|
Pros |
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Cons |
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GIVE | ROYL |
|---|---|
Lower exposure to AU market | Higher 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 |