Compare AU
Compare ILB 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 ILB and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ILB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,363.22 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,287.40 | $807.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
ILB | GIVE | |
|---|---|---|
Strategy | ILB.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 Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. | 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 (17.85 %) AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | |
Top 3 countries | ||
Management fee | 0.18 % | 0.65 % |
Key Summary
ILB | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.65 % |
Price | $125.37 | $3.20 |
Size | $871.952 million | N/A |
10Y return | 11.06 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.14 % | 5.50 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ILB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,363.22 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,287.40 | $807.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ILB | GIVE | |
|---|---|---|
Pros |
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Cons |
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ILB | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |