Compare AU

Compare IMPQ vs. FHCO

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

Community Stats

IMPQ

FHCO

Popularity

Low

N/A

Pearlers invested

631

0

Median incremental investment

$600.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,002.82

$0

Average age group

26 - 35

N/A


Key Summary

IMPQ

FHCO

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.

FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Management fee

0.99 %

0.85 %


Key Summary

IMPQ

FHCO

Issuer

Perennial

Fidelity

Tracking index

Asset class

ETF

ETF

Management fee

0.99 %

0.85 %

Price

$4.96

$9.93

Size

N/A

$954.226 thousand

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.05 %

2.53 %

Market

ASX

ASX

First listed date

23/05/2019

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

FHCO

Popularity

Low

N/A

Pearlers invested

631

0

Median incremental investment

$600.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,002.82

$0

Average age group

26 - 35

N/A


Pros and Cons

IMPQ

FHCO

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

FHCO

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

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