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Compare GIVE vs. VTS
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 US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,409 |
Median incremental investment | $768.50 | $1,300.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,670.80 | $5,120.17 |
Average age group | > 35 | > 35 |
Key Summary
GIVE | VTS | |
|---|---|---|
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 U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) |
Management fee | 0.65 % | 0.03 % |
Key Summary
GIVE | VTS | |
|---|---|---|
Issuer | Perpetual | Vanguard |
Tracking index | S&P/ASX 300 Index - AUD | CRSP U.S. Total Market Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.03 % |
Price | $2.76 | $465.47 |
Size | N/A | $579.109 billion |
10Y return | N/A | 239.14 % |
Annual distribution yield (5Y) | 9.52 % | 1.17 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,409 |
Median incremental investment | $768.50 | $1,300.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,670.80 | $5,120.17 |
Average age group | > 35 | > 35 |
Pros and Cons
GIVE | VTS | |
|---|---|---|
Pros |
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Cons |
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GIVE | VTS |
|---|---|
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 |