Compare AU

Compare IMLC vs. ULTB

Compare shares and ETFs on the ASX that you can trade on Pearler.

IML Conc Aus Shares Fund (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are IMLC and ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IMLC

ULTB

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$997.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$2,096.64

$0

Average age group

< 26

N/A


Key Summary

IMLC

ULTB

Strategy

IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.

N/A

Top 3 holdings

IML Conc Aus Shares Fund (Quoted Managed Fund) (100 %)

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.993 %

0 %


Key Summary

IMLC

ULTB

Issuer

IML

Tracking index

Asset class

ETF

Stock

Management fee

0.993 %

0 %

Price

$4.16

$96.12

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.52 %

- %

Market

ASX

ASX

First listed date

31/07/2023

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

IMLC

ULTB

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$997.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$2,096.64

$0

Average age group

< 26

N/A


Pros and Cons

IMLC

ULTB

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

IMLC

ULTB

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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