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Compare IAA 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 iShares Asia 50 ETF (IAA) 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
IAA | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 140 | 2 |
Median incremental investment | $1,490.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,061.00 | $795.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IAA | GIVE | |
|---|---|---|
Strategy | IAA.AX was created on 2007-11-13 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1000.21m in AUM and 55 holdings. The fund aims to provide investors with the performance of the S&P Asia 50TM Index, before fees and expenses. The index is designed to measure the performance of the 50 leading companies listed in China, Hong Kong, Macau, Singapore, South Korea and Taiwan. | 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 | ISHARES ASIA 50 ETF (99.97 %) USD CASH (0.02 %) AUD CASH (0.01 %) | Deterra Royalties Ltd Ordinary Shares (5.84 %) Reliance Worldwide Corp Ltd (5.22 %) EVT Ltd (5.20 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (99.82 %) | |
Management fee | 0.29 % | 0.65 % |
Key Summary
IAA | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | S&P Asia 50 Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.65 % |
Price | $131.00 | $3.18 |
Size | $1.004 billion | N/A |
10Y return | 116.39 % | N/A |
Annual distribution yield (5Y) | 2.02 % | 9.27 % |
Market | ASX | ASX |
First listed date | 10/09/2008 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAA | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 140 | 2 |
Median incremental investment | $1,490.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,061.00 | $795.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IAA | GIVE | |
|---|---|---|
Pros |
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Cons |
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IAA | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |