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Compare AU
Compare L1IF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the L1 Capital International (Unhedged) Active ETF (L1IF) and the Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $7,866.82 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,910.52 | $3,830.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
L1IF | GIVE | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 Corp (9.07 %) AerCap Holdings NV (8.99 %) Amazon.com Inc (7.81 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (90.45 %) France (3.54 %) Spain (2.79 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 1.2 % | 0.65 % |
Key Summary
L1IF | GIVE | |
|---|---|---|
Issuer | L1 Capital | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.65 % |
Price | $6.14 | $2.84 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.46 % | 9.52 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $7,866.82 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,910.52 | $3,830.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
L1IF | GIVE | |
|---|---|---|
Pros |
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Cons |
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L1IF | GIVE |
|---|---|
Lower exposure to AU market | Higher 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 |