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Compare GIVE vs. VGAD
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 MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 585 |
Median incremental investment | $543.50 | $2,012.34 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,798.38 | $10,403.15 |
Average age group | > 35 | > 35 |
Key Summary
GIVE | VGAD | |
|---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (6.96 %) Reliance Worldwide Corp Ltd (6.34 %) GPT Group (5.94 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 0.65 % | 0.21 % |
Key Summary
GIVE | VGAD | |
|---|---|---|
Issuer | Perpetual | Vanguard |
Tracking index | S&P/ASX 300 Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.21 % |
Price | $3.05 | $122.39 |
Size | N/A | $6.218 billion |
10Y return | N/A | 154.98 % |
Annual distribution yield (5Y) | 9.52 % | 4.11 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 585 |
Median incremental investment | $543.50 | $2,012.34 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,798.38 | $10,403.15 |
Average age group | > 35 | > 35 |
Pros and Cons
GIVE | VGAD | |
|---|---|---|
Pros |
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Cons |
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GIVE | VGAD |
|---|---|
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 |