Compare AU

Compare IMPQ vs. AAA

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

Better Future Fund

ASX

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Buy

Overview
Performance

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 Better Future Fund (IMPQ) and the Aussie Cash Deposits (AAA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

AAA

Popularity

Low

Low

Pearlers invested

631

152

Median incremental investment

$600.00

$6,184.71

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.91

$2,006.00

Average age group

26 - 35

> 35


Key Summary

IMPQ

AAA

Strategy

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.

AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses).

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

AUD - AUSTRALIA DOLLAR (100.00 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Communication Services (100.00 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Management fee

0.99 %

0.18 %


Key Summary

IMPQ

AAA

Issuer

Perennial

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.99 %

0.18 %

Price

$4.94

$50.16

Size

N/A

$3.555 billion

10Y return

N/A

0.06 %

Annual distribution yield (5Y)

2.05 %

2.14 %

Market

ASX

ASX

First listed date

23/05/2019

07/03/2012

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

AAA

Popularity

Low

Low

Pearlers invested

631

152

Median incremental investment

$600.00

$6,184.71

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.91

$2,006.00

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

AAA

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

IMPQ

AAA

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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