Compare AU

Compare IMPQ vs. F100

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 Ftse 100 ETF (F100). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

F100

Popularity

Low

Low

Pearlers invested

625

52

Median incremental investment

$600.00

$992.00

Median investment frequency

Monthly

Monthly

Median total investment

$995.86

$3,499.15

Average age group

26 - 35

> 35


Key Summary

IMPQ

F100

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.

F100.AX was created on 2019-07-12 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to track the price and income performance of the FTSE 100 Index (before fees and expenses). The Index provides exposure to the largest 100 comoanies traded on the London Stock Exchange, based on their market capitalisation.

Top 3 holdings

Meridian Energy Ltd (5.78 %)

AUB Group Ltd (5.10 %)

Chorus Ltd (4.87 %)

ASTRAZENECA PLC (8.17 %)

SHELL PLC (7.58 %)

HSBC HOLDINGS PLC (7.13 %)

Top 3 industries

Financials (18.61 %)

Other (17.64 %)

Real Estate (16.79 %)

Financials (17.65 %)

Consumer Staples (17.44 %)

Energy (13.29 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

United Kingdom of Great Britain and Northern Ireland (95.85 %)

Switzerland (2.89 %)

United States (0.96 %)

Management fee

0.99 %

0.45 %


Key Summary

IMPQ

F100

Issuer

Perennial

BetaShares

Tracking index

FTSE 100 Index

Asset class

ETF

ETF

Management fee

0.99 %

0.45 %

Price

$4.93

$13.13

Size

N/A

$353.133 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.05 %

3.11 %

Market

ASX

ASX

First listed date

23/05/2019

16/07/2019

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

F100

Popularity

Low

Low

Pearlers invested

625

52

Median incremental investment

$600.00

$992.00

Median investment frequency

Monthly

Monthly

Median total investment

$995.86

$3,499.15

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

F100

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

IMPQ

F100

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

Lower distribution yield

Higher distribution yield

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