Compare AU
Compare IMPQ vs. IJR
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 S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 631 | 80 |
Median incremental investment | $600.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,002.82 | $6,638.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | United States (98.93 %) |
Management fee | 0.99 % | 0.07 % |
Key Summary
IMPQ | IJR | |
|---|---|---|
Issuer | Perennial | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.07 % |
Price | $4.94 | $195.25 |
Size | N/A | $736.752 million |
10Y return | N/A | 192.64 % |
Annual distribution yield (5Y) | 2.05 % | 1.24 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 631 | 80 |
Median incremental investment | $600.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,002.82 | $6,638.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | IJR | |
|---|---|---|
Pros |
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Cons |
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IMPQ | IJR |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |