Compare AU
Compare IXI 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 IXI and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IXI | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $996.75 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,224.58 | $797.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
IXI | GIVE | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | |
Management fee | 0.4 % | 0.65 % |
Key Summary
IXI | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.65 % |
Price | $98.87 | $3.19 |
Size | $136.890 million | N/A |
10Y return | 82.50 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.18 % | 5.50 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $996.75 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,224.58 | $797.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IXI | GIVE | |
|---|---|---|
Pros |
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Cons |
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IXI | GIVE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |