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Compare AU
Compare USD 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 U.S. Dollar ETF (USD) 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
USD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $1,917.72 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,470.00 | $2,798.38 |
Average age group | > 35 | > 35 |
Key Summary
USD | GIVE | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. | 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 | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) | Deterra Royalties Ltd Ordinary Shares (6.96 %) Reliance Worldwide Corp Ltd (6.34 %) GPT Group (5.94 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | ||
Management fee | 0.45 % | 0.65 % |
Key Summary
USD | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.65 % |
Price | $15.00 | $3.05 |
Size | $61.418 million | N/A |
10Y return | 5.93 % | N/A |
Annual distribution yield (5Y) | 2.54 % | 9.52 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $1,917.72 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,470.00 | $2,798.38 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | GIVE | |
|---|---|---|
Pros |
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Cons |
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USD | GIVE |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |