Compare AU

Compare IMPQ vs. EIGA

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

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

Community Stats

IMPQ

EIGA

Popularity

Low

Low

Pearlers invested

631

62

Median incremental investment

$600.00

$599.77

Median investment frequency

Monthly

Monthly

Median total investment

$1,006.88

$1,505.40

Average age group

26 - 35

> 35


Key Summary

IMPQ

EIGA

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.

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Australia (97.92 %)

United States (2.08 %)

Management fee

0.99 %

0.8 %


Key Summary

IMPQ

EIGA

Issuer

Perennial

Perennial

Tracking index

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.8 %

Price

$4.96

$3.90

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.05 %

6.53 %

Market

ASX

ASX

First listed date

23/05/2019

07/05/2018

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

EIGA

Popularity

Low

Low

Pearlers invested

631

62

Median incremental investment

$600.00

$599.77

Median investment frequency

Monthly

Monthly

Median total investment

$1,006.88

$1,505.40

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

EIGA

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

IMPQ

EIGA

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher 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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