Compare AU
Compare GIVE vs. VBND
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 VBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 121 |
Median incremental investment | $523.25 | $1,027.97 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $2,449.34 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | VBND | |
|---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.65 % | 0.2 % |
Key Summary
GIVE | VBND | |
|---|---|---|
Issuer | Perpetual | Vanguard |
Tracking index | S&P/ASX 300 Index - AUD | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.2 % |
Price | $3.19 | $42.23 |
Size | N/A | $4.291 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 3.65 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 121 |
Median incremental investment | $523.25 | $1,027.97 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $2,449.34 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | VBND | |
|---|---|---|
Pros |
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Cons |
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GIVE | VBND |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |