Compare AU
Compare US10 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 US10 and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
US10 | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $1,749.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,832.65 | $800.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
US10 | GIVE | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. | 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 | United States Treasury Notes 4.375% (10.28 %) United States Treasury Notes 4% (9.88 %) United States Treasury Notes 4.5% (9.87 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.22 % | 0.65 % |
Key Summary
US10 | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.65 % |
Price | $50.87 | $3.20 |
Size | $20.616 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.59 % | 5.50 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $1,749.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,832.65 | $800.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
US10 | GIVE | |
|---|---|---|
Pros |
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Cons |
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US10 | GIVE |
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Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |