Compare AU
Compare USHY 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 USHY and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $1,100.00 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $1,086.75 | $797.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
USHY | GIVE | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before 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 | EchoStar Corp. 0.75% (0.60 %) Medline Borrower LP 3.875% (0.43 %) Tibco Software Inc 6.5% (0.41 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.3 % | 0.65 % |
Key Summary
USHY | GIVE | |
|---|---|---|
Issuer | Global X | Perpetual |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $10.35 | $3.19 |
Size | $16.396 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.40 % | 5.50 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $1,100.00 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $1,086.75 | $797.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USHY | GIVE | |
|---|---|---|
Pros |
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Cons |
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USHY | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |