Compare AU
Compare IMPQ vs. BBOZ
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 Perennial Better Future Fund (Managed Fund) (IMPQ) and the BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 621 | 16 |
Median incremental investment | $600.60 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $932.64 | $4,308.59 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | BBOZ | |
|---|---|---|
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. | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | Meridian Energy Ltd (5.78 %) AUB Group Ltd (5.10 %) Chorus Ltd (4.87 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (86.13 %) BETASHARES AUSTRALIAN CASH PLUS FUND (13.87 %) |
Top 3 industries | Financials (18.61 %) Other (17.64 %) Real Estate (16.79 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | |
Management fee | 0.99 % | 1.38 % |
Key Summary
IMPQ | BBOZ | |
|---|---|---|
Issuer | Perennial | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.99 % | 1.38 % |
Price | $4.58 | $29.90 |
Size | N/A | $220.787 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 0.53 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 621 | 16 |
Median incremental investment | $600.60 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $932.64 | $4,308.59 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | BBOZ | |
|---|---|---|
Pros |
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Cons |
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IMPQ | BBOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |