Compare AU

Compare IMPQ vs. ETPMPM

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, shares and ETFs are a popular choice. Two options in the ASX are IMPQ and ETPMPM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

ETPMPM

Popularity

Low

Low

Pearlers invested

628

15

Median incremental investment

$600.00

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$995.41

$1,895.60

Average age group

26 - 35

> 35


Key Summary

IMPQ

ETPMPM

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.

ETPMPM.AX was created on 2009-01-02 by Global X. The fund's investment portfolio concentrates primarily on broad market commodities. ETFS Physical Precious Metals Basket (ETPMPM.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical gold, silver, platinum and palladium by providing a return equivalent to the movements in the spot price of the metals less the applicable management fee.

Top 3 holdings

Meridian Energy Ltd (5.78 %)

AUB Group Ltd (5.10 %)

Chorus Ltd (4.87 %)

Global X Metal Securities Australia Limited (100 %)

Top 3 industries

Financials (18.61 %)

Other (17.64 %)

Real Estate (16.79 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Management fee

0.99 %

0.44 %


Key Summary

IMPQ

ETPMPM

Issuer

Perennial

Global X

Tracking index

LBMA & LPPM Precious Metals Price PM - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.99 %

0.44 %

Price

$4.95

$270.80

Size

N/A

$61.425 million

10Y return

N/A

120.75 %

Annual distribution/ dividend yield (5Y)

2.05 %

- %

Market

ASX

ASX

First listed date

23/05/2019

30/01/2009

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

ETPMPM

Popularity

Low

Low

Pearlers invested

628

15

Median incremental investment

$600.00

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$995.41

$1,895.60

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

ETPMPM

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

IMPQ

ETPMPM

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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