Compare AU
Compare RCB 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 RCB and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RCB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 2 |
Median incremental investment | $1,200.00 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,405.78 | $810.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
RCB | GIVE | |
|---|---|---|
Strategy | RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term | 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 | Westpac Banking Corp. 5% (14.34 %) National Australia Bank Ltd. 4.95% (13.12 %) Commonwealth Bank of Australia 4.9% (11.74 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.28 % | 0.65 % |
Key Summary
RCB | GIVE | |
|---|---|---|
Issuer | Russell | Perpetual |
Tracking index | DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.65 % |
Price | $20.21 | $3.24 |
Size | $283.625 million | N/A |
10Y return | -1.70 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.22 % | 5.50 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 2 |
Median incremental investment | $1,200.00 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,405.78 | $810.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RCB | GIVE | |
|---|---|---|
Pros |
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Cons |
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RCB | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |