Compare AU
Compare QUS 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 QUS and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QUS | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 2 |
Median incremental investment | $1,027.57 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,151.84 | $795.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUS | GIVE | |
|---|---|---|
Strategy | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. | 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 | CONSTELLATION ENERGY CORP (0.30 %) VISTRA CORP (0.27 %) BROADCOM INC (0.27 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Industrials (15.46 %) Financials (14.55 %) Information Technology (13.49 %) | |
Top 3 countries | United States (98.60 %) Switzerland (0.39 %) United Kingdom of Great Britain and Northern Ireland (0.39 %) | |
Management fee | 0.29 % | 0.65 % |
Key Summary
QUS | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | S&P 500 Equal Weighted | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.65 % |
Price | $53.92 | $3.18 |
Size | $774.802 million | N/A |
10Y return | 101.42 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.92 % | 6.02 % |
Market | ASX | ASX |
First listed date | 19/12/2014 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUS | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 2 |
Median incremental investment | $1,027.57 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,151.84 | $795.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUS | GIVE | |
|---|---|---|
Pros |
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Cons |
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QUS | GIVE |
|---|---|
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 |