Compare AU
Compare IVV 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 IVV and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVV | GIVE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,503 | 2 |
Median incremental investment | $1,000.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,035.52 | $807.50 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | GIVE | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.65 % |
Key Summary
IVV | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | S&P 500 - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.65 % |
Price | $63.23 | $3.20 |
Size | $10.019 billion | N/A |
10Y return | 283.18 % | N/A |
Annual distribution/ dividend yield (5Y) | 13.82 % | 5.50 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | GIVE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,503 | 2 |
Median incremental investment | $1,000.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,035.52 | $807.50 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | GIVE | |
|---|---|---|
Pros |
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Cons |
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IVV | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |