Compare AU

Compare IMPQ vs. BBOZ

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

Perennial Better Future Fund (Managed Fund)

ASX

Buy

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 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

627

14

Median incremental investment

$600.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$993.84

$3,085.11

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 (87.19 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %)

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

$4.93

$24.78

Size

N/A

$219.206 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

627

14

Median incremental investment

$600.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$993.84

$3,085.11

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

BBOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

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

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