Compare AU

Compare IMPQ vs. BHYB

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 Major Bank Hybrids Index ETF (BHYB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

BHYB

Popularity

Low

Low

Pearlers invested

626

12

Median incremental investment

$600.00

$1,044.18

Median investment frequency

Monthly

Monthly

Median total investment

$989.37

$3,774.56

Average age group

26 - 35

> 35


Key Summary

IMPQ

BHYB

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.

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.

Top 3 holdings

Meridian Energy Ltd (5.78 %)

AUB Group Ltd (5.10 %)

Chorus Ltd (4.87 %)

NABPH (8.20 %)

NABPI (6.89 %)

NABPF (6.39 %)

Top 3 industries

Financials (18.61 %)

Other (17.64 %)

Real Estate (16.79 %)

Other (99.51 %)

Communication Services (0.49 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Management fee

0.99 %

0.35 %


Key Summary

IMPQ

BHYB

Issuer

Perennial

BetaShares

Tracking index

Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.35 %

Price

$4.94

$9.92

Size

N/A

$538.129 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.05 %

3.82 %

Market

ASX

ASX

First listed date

23/05/2019

22/04/2021

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

BHYB

Popularity

Low

Low

Pearlers invested

626

12

Median incremental investment

$600.00

$1,044.18

Median investment frequency

Monthly

Monthly

Median total investment

$989.37

$3,774.56

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

BHYB

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

BHYB

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

Home