Compare AU
Compare HQLT 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 HQLT and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HQLT | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $903.12 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $3,337.40 | $797.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
HQLT | GIVE | |
|---|---|---|
Strategy | HQLT.AX was created on 2020-06-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the iSTOXX MUTB Global ex-Australia Quality Leaders Index AUD Hedged (the Index), before taking into account fees and expenses. | 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 | ADOBE INC (2.38 %) ACCENTURE PLC (2.22 %) INTUIT INC (2.16 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (33.29 %) Information Technology (28.66 %) Industrials (9.15 %) | |
Top 3 countries | United States (67.90 %) Japan (10.44 %) Switzerland (4.83 %) | |
Management fee | 0.38 % | 0.65 % |
Key Summary
HQLT | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.38 % | 0.65 % |
Price | $30.34 | $3.19 |
Size | $88.007 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.97 % | 5.50 % |
Market | ASX | ASX |
First listed date | 09/06/2020 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQLT | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $903.12 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $3,337.40 | $797.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HQLT | GIVE | |
|---|---|---|
Pros |
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Cons |
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HQLT | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |