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Compare LEND 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 VanEck Glbl Listed Private Credit (Aud Hedged) ETF (LEND) 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
LEND | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 1 |
Median incremental investment | $1,125.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,868.54 | $505.31 |
Average age group | > 35 | 26 - 35 |
Key Summary
LEND | GIVE | |
|---|---|---|
Strategy | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. | 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 | Main Street Capital Corp (8.18 %) Hercules Capital Inc (7.93 %) Golub Capital BDC Inc (7.90 %) | Deterra Royalties Ltd Ordinary Shares (6.71 %) Reliance Worldwide Corp Ltd (6.07 %) Brickworks (5.99 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | |
Top 3 countries | ||
Management fee | 0.65 % | 0.65 % |
Key Summary
LEND | GIVE | |
|---|---|---|
Issuer | VanEck | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.65 % |
Price | $16.44 | $2.97 |
Size | $242.925 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.52 % | 9.27 % |
Market | ASX | ASX |
First listed date | 01/02/2024 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEND | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 1 |
Median incremental investment | $1,125.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,868.54 | $505.31 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
LEND | GIVE | |
|---|---|---|
Pros |
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Cons |
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LEND | GIVE |
|---|---|
Lower distribution yield | Higher distribution yield |