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Compare GROW 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 GROW and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GROW | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $7,748.50 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $542.64 | $3,670.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
GROW | GIVE | |
|---|---|---|
Strategy | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim | 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 | Schroder Real Return Active ETF (100 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | |
Top 3 countries | United States (39.91 %) Australia (21.26 %) Japan (7.98 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.84 % | 0.65 % |
Key Summary
GROW | GIVE | |
|---|---|---|
Issuer | Schroder | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.65 % |
Price | $3.99 | $2.76 |
Size | $59.293 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.36 % | 9.52 % |
Market | ASX | ASX |
First listed date | 16/08/2016 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GROW | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $7,748.50 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $542.64 | $3,670.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GROW | GIVE | |
|---|---|---|
Pros |
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Cons |
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GROW | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |