Compare AU
Compare IYLD 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 IYLD and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IYLD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $199.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,598.40 | $797.50 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IYLD | GIVE | |
|---|---|---|
Strategy | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). | 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 | LIBERTY FINANCIAL PTY LTD MTN RegS (1.64 %) NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.62 %) CIP FUNDING PTY LTD MTN RegS (1.48 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (98.64 %) Financials (1.30 %) Consumer Discretionary (1.10 %) | |
Top 3 countries | ||
Management fee | 0.12 % | 0.65 % |
Key Summary
IYLD | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.65 % |
Price | $99.90 | $3.19 |
Size | $50.848 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.43 % | 5.50 % |
Market | ASX | ASX |
First listed date | 28/05/2020 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IYLD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $199.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,598.40 | $797.50 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IYLD | GIVE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IYLD | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |