Compare AU
Compare GIVE vs. WDIV
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 WDIV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 37 |
Median incremental investment | $523.25 | $654.39 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $800.00 | $2,476.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | |
Management fee | 0.65 % | 0.35 % |
Key Summary
GIVE | WDIV | |
|---|---|---|
Issuer | Perpetual | SPDR |
Tracking index | S&P/ASX 300 Index - AUD | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.35 % |
Price | $3.20 | $20.30 |
Size | N/A | $278.795 million |
10Y return | N/A | 18.37 % |
Annual dividend/ distribution yield (5Y) | 5.50 % | 4.85 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 37 |
Median incremental investment | $523.25 | $654.39 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $800.00 | $2,476.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | WDIV | |
|---|---|---|
Pros |
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Cons |
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GIVE | WDIV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |