Compare AU
Compare IMPQ vs. GOAT
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 631 | 47 |
Median incremental investment | $600.00 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,002.82 | $2,621.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.99 % | 0.55 % |
Key Summary
IMPQ | GOAT | |
|---|---|---|
Issuer | Perennial | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.55 % |
Price | $4.94 | $27.89 |
Size | N/A | $41.040 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 2.60 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 631 | 47 |
Median incremental investment | $600.00 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,002.82 | $2,621.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | GOAT | |
|---|---|---|
Pros |
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Cons |
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IMPQ | GOAT |
|---|---|
Higher exposure to AU market | Lower 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 |