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Compare GIVE vs. VDHG
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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | VDHG | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 3 | 12,200 |
Median incremental investment | $543.50 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $499.56 | $2,884.83 |
Average age group | > 35 | 26 - 35 |
Key Summary
GIVE | VDHG | |
|---|---|---|
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. | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (8.76 %) Reliance Worldwide Corp Ltd (7.39 %) GPT Group (6.07 %) | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | United States (40.13 %) Australia (38.45 %) Japan (3.51 %) |
Management fee | 0.65 % | 0.27 % |
Key Summary
GIVE | VDHG | |
|---|---|---|
Issuer | Perpetual | Vanguard |
Tracking index | S&P/ASX 300 Index - AUD | 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.27 % |
Price | $2.80 | $74.83 |
Size | N/A | $3.350 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 9.52 % | 4.50 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | VDHG | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 3 | 12,200 |
Median incremental investment | $543.50 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $499.56 | $2,884.83 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GIVE | VDHG | |
|---|---|---|
Pros |
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Cons |
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GIVE | VDHG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |