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Compare SMLL 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 Betashares Australian Small Companies Select ETF (SMLL) 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
SMLL | GIVE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,994.24 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,498.38 | $760.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
SMLL | GIVE | |
---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 242.91m in AUM and 68 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | 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 | SPI 200 FUTURES SEP25 (0 %) PERSEUS MINING LTD (4.40 %) METCASH LTD (3.56 %) | Deterra Royalties Ltd Ordinary Shares (5.19 %) EVT Ltd (4.96 %) GWA Group Ltd (4.90 %) |
Top 3 industries | Materials (31.97 %) Consumer Discretionary (17.97 %) Real Estate (11.76 %) | Materials (22.51 %) Industrials (22.33 %) Health Care (19.50 %) |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0.39 % | 0.65 % |
Key Summary
SMLL | GIVE | |
---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.65 % |
Price | $3.69 | $3.05 |
Size | $240.313 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.10 % | 9.27 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | GIVE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,994.24 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,498.38 | $760.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SMLL | GIVE | |
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Pros |
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Cons |
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SMLL | GIVE |
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Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |