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Compare IGRO 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares High Growth Esg ETF (IGRO) and the Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IGRO | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $761.99 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,037.76 | $3,777.20 |
Average age group | > 35 | > 35 |
Key Summary
IGRO | GIVE | |
|---|---|---|
Strategy | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds | 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 | iShares Core MSCI Wld Ex Aus ESG ETF (40.10 %) iShares Core MSCI Australia ESG ETF (30.90 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (18.69 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (48.95 %) Australia (33.58 %) Japan (4.12 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.22 % | 0.65 % |
Key Summary
IGRO | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.65 % |
Price | $34.52 | $2.84 |
Size | $24.106 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 9.52 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGRO | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $761.99 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,037.76 | $3,777.20 |
Average age group | > 35 | > 35 |
Pros and Cons
IGRO | GIVE | |
|---|---|---|
Pros |
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Cons |
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IGRO | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |