Compare AU
Compare IHEB 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 IHEB and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHEB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,196.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $20,838.09 | $800.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHEB | GIVE | |
|---|---|---|
Strategy | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. | 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 JP Morgan $ EM Bond ETF USD Dist (101.57 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (98.67 %) Communication Services (1.33 %) | |
Top 3 countries | ||
Management fee | 0.51 % | 0.65 % |
Key Summary
IHEB | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.51 % | 0.65 % |
Price | $76.33 | $3.20 |
Size | $68.363 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.56 % | 5.50 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHEB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,196.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $20,838.09 | $800.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHEB | GIVE | |
|---|---|---|
Pros |
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Cons |
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IHEB | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |