Compare AU
Compare IAF 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 IAF and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IAF | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 502 | 2 |
Median incremental investment | $1,128.90 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,648.62 | $800.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IAF | GIVE | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.30 %) Communication Services (0.26 %) Financials (0.21 %) | |
Top 3 countries | ||
Management fee | 0.15 % | 0.65 % |
Key Summary
IAF | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.65 % |
Price | $101.87 | $3.20 |
Size | $2.649 billion | N/A |
10Y return | -4.30 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.89 % | 5.50 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 502 | 2 |
Median incremental investment | $1,128.90 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,648.62 | $800.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IAF | GIVE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IAF | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |