Compare AU
Compare BHYB vs. IMPQ
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 Australian Major Bank Hybrids Index ETF (BHYB) and the Perennial Better Future Fund (Managed Fund) (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BHYB | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 627 |
Median incremental investment | $1,043.09 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,763.15 | $1,003.94 |
Average age group | > 35 | 26 - 35 |
Key Summary
BHYB | IMPQ | |
|---|---|---|
Strategy | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. |
Top 3 holdings | NABPH (8.25 %) NABPI (6.92 %) NABPF (6.41 %) | Meridian Energy Ltd (5.78 %) AUB Group Ltd (5.10 %) Chorus Ltd (4.87 %) |
Top 3 industries | Other (99.51 %) Communication Services (0.49 %) | Financials (18.61 %) Other (17.64 %) Real Estate (16.79 %) |
Top 3 countries | ||
Management fee | 0.35 % | 0.99 % |
Key Summary
BHYB | IMPQ | |
|---|---|---|
Issuer | BetaShares | Perennial |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.99 % |
Price | $9.89 | $4.95 |
Size | $530.112 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.82 % | 2.05 % |
Market | ASX | ASX |
First listed date | 22/04/2021 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BHYB | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 627 |
Median incremental investment | $1,043.09 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,763.15 | $1,003.94 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BHYB | IMPQ | |
|---|---|---|
Pros |
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Cons |
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BHYB | IMPQ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |