Compare AU
Compare IMPQ vs. IUSG
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 iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | IUSG | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 631 | 0 |
Median incremental investment | $600.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,006.88 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
IMPQ | IUSG | |
---|---|---|
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. | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index |
Top 3 holdings | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) |
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 % | 0.26 % |
Key Summary
IMPQ | IUSG | |
---|---|---|
Issuer | Perennial | iShares |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.26 % |
Price | $4.96 | $101.38 |
Size | N/A | $6.532 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 0.67 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 21/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | IUSG | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 631 | 0 |
Median incremental investment | $600.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,006.88 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
IMPQ | IUSG | |
---|---|---|
Pros |
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Cons |
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IMPQ | IUSG |
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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 |
Higher distribution yield | Lower distribution yield |