Compare AU
Compare GOAT vs. GIVE
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 GOAT and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $685.44 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,612.26 | $800.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
GOAT | GIVE | |
|---|---|---|
Strategy | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. | 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. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0.55 % | 0.65 % |
Key Summary
GOAT | GIVE | |
|---|---|---|
Issuer | VanEck | Perpetual |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.65 % |
Price | $27.79 | $3.20 |
Size | $41.040 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.60 % | 5.50 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $685.44 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,612.26 | $800.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GOAT | GIVE | |
|---|---|---|
Pros |
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Cons |
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GOAT | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |