Compare AU
Compare QRE 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 QRE and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QRE | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 91 | 2 |
Median incremental investment | $993.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,631.57 | $797.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
QRE | GIVE | |
|---|---|---|
Strategy | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. | 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 | BHP GROUP LTD (40.58 %) WOODSIDE ENERGY GROUP LTD (10.31 %) RIO TINTO LTD (8.20 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Materials (75.78 %) Energy (21.55 %) Other (2.67 %) | |
Top 3 countries | Australia (97.20 %) United States (2.39 %) China (0.41 %) | |
Management fee | 0.34 % | 0.65 % |
Key Summary
QRE | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.65 % |
Price | $6.77 | $3.19 |
Size | $302.666 million | N/A |
10Y return | 46.54 % | N/A |
Annual distribution/ dividend yield (5Y) | 8.87 % | 5.50 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QRE | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 91 | 2 |
Median incremental investment | $993.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,631.57 | $797.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QRE | GIVE | |
|---|---|---|
Pros |
| |
Cons |
|
QRE | 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 |
Higher distribution yield | Lower distribution yield |