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Compare AU
Compare XGOV 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 VanEck 10+ Year Australian Government Bond ETF (XGOV) 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
XGOV | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $530.00 | $768.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $1,718.36 | $3,777.20 |
Average age group | > 35 | > 35 |
Key Summary
XGOV | GIVE | |
|---|---|---|
Strategy | XGOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. S&P/ASX Government Bond 10-20 Year Index | 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 | Australia (Commonwealth of) (13.37 %) Australia (Commonwealth of) (10.93 %) New South Wales Treasury Corporation (7.88 %) | 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 | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | |
Management fee | 0.22 % | 0.65 % |
Key Summary
XGOV | GIVE | |
|---|---|---|
Issuer | VanEck | Perpetual |
Tracking index | S&P/ASX Government Bond 10-20 Year Index - AUD - Benchmark TR Gross | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.65 % |
Price | $50.54 | $2.84 |
Size | $381.537 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.56 % | 9.52 % |
Market | ASX | ASX |
First listed date | 27/09/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XGOV | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $530.00 | $768.50 |
Median investment frequency | Weekly | Quarterly |
Median total investment | $1,718.36 | $3,777.20 |
Average age group | > 35 | > 35 |
Pros and Cons
XGOV | GIVE | |
|---|---|---|
Pros |
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Cons |
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XGOV | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |