Back
Compare AU
Compare RGOS 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 Russell Sust Global Opportunities Complex ETF (RGOS) 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
RGOS | GIVE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $768.50 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $3,790.50 |
Average age group | N/A | > 35 |
Key Summary
RGOS | GIVE | |
|---|---|---|
Strategy | RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares. | 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 (4.10 %) NVIDIA Corp (2.96 %) Apple Inc (2.51 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | |
Top 3 countries | United States (62.52 %) United Kingdom of Great Britain and Northern Ireland (5.93 %) France (5.27 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0 % | 0.65 % |
Key Summary
RGOS | GIVE | |
|---|---|---|
Issuer | Russell | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.65 % |
Price | $21.50 | $2.85 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.97 % | 9.52 % |
Market | ASX | ASX |
First listed date | 15/04/2024 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGOS | GIVE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $768.50 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $3,790.50 |
Average age group | N/A | > 35 |
Pros and Cons
RGOS | GIVE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RGOS | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |