Compare AU
Compare IPAY 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 IPAY and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IPAY | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $516.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,419.00 | $797.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
IPAY | GIVE | |
|---|---|---|
Strategy | IPAY.AX was created on 2021-12-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. IPAY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a | 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 | FISERV INC (6.13 %) AMERICAN EXPRESS CO (6.09 %) MASTERCARD INC (5.72 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (80.85 %) Other (15.00 %) Information Technology (4.15 %) | |
Top 3 countries | United States (82.97 %) Netherlands (4.72 %) United Kingdom of Great Britain and Northern Ireland (3.47 %) | |
Management fee | 0.67 % | 0.65 % |
Key Summary
IPAY | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | Nasdaq CTA Global Digital Payments Index - AUD - Benchmark TR Net | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.67 % | 0.65 % |
Price | $14.19 | $3.19 |
Size | $2.998 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | - % | 5.50 % |
Market | ASX | ASX |
First listed date | 14/12/2021 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IPAY | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $516.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,419.00 | $797.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IPAY | GIVE | |
|---|---|---|
Pros |
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Cons |
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IPAY | GIVE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |