Compare AU
Compare GIVE vs. MVR
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 GIVE and MVR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | MVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 94 |
Median incremental investment | $523.25 | $968.62 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $785.00 | $1,955.63 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | MVR | |
|---|---|---|
Strategy | 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. | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Perpetual Esg Australian Share Active ETF (100 %) | BHP Group Ltd (7.62 %) Northern Star Resources Ltd (7.57 %) Woodside Energy Group Ltd (7.06 %) |
Top 3 industries | Materials (62.33 %) Energy (20.93 %) Financials (8.54 %) | |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | |
Management fee | 0.65 % | 0.35 % |
Key Summary
GIVE | MVR | |
|---|---|---|
Issuer | Perpetual | VanEck |
Tracking index | S&P/ASX 300 Index - AUD | MVIS Australia Energy & Mining Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.35 % |
Price | $3.14 | $31.29 |
Size | N/A | $275.068 million |
10Y return | N/A | 60.79 % |
Annual dividend/ distribution yield (5Y) | 6.02 % | 6.06 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | MVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 94 |
Median incremental investment | $523.25 | $968.62 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $785.00 | $1,955.63 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | MVR | |
|---|---|---|
Pros |
| |
Cons |
|
GIVE | MVR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |