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Compare IMPQ vs. IXJ
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 Perennial Better Future Active ETF (IMPQ) and the iShares Global Healthcare ETF (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 426 | 390 |
Median incremental investment | $625.00 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $843.76 | $1,877.33 |
Average age group | > 35 | 26 - 35 |
Key Summary
IMPQ | IXJ | |
|---|---|---|
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. | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. IXJ.AX tracks a market-cap-weighted index of global health care companies. |
Top 3 holdings | Meridian Energy Ltd (6.24 %) NIB Holdings Ltd (6.22 %) Smartgroup Corporation Ltd (6.00 %) | ISHARES GLOBAL HEALTHCARE ETF TRUS (99.97 %) USD CASH (0.10 %) USD/AUD (0.00 %) |
Top 3 industries | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | Australia (83.63 %) New Zealand (14.33 %) United States (2.04 %) | United States (71.77 %) Switzerland (9.51 %) United Kingdom of Great Britain and Northern Ireland (5.59 %) |
Management fee | 0.99 % | 0.46 % |
Key Summary
IMPQ | IXJ | |
|---|---|---|
Issuer | Perennial | iShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.46 % |
Price | $3.98 | $144.41 |
Size | N/A | $1.502 billion |
10Y return | N/A | 117.75 % |
Annual distribution yield (5Y) | 2.24 % | 1.32 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 426 | 390 |
Median incremental investment | $625.00 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $843.76 | $1,877.33 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IMPQ | IXJ | |
|---|---|---|
Pros |
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Cons |
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IMPQ | IXJ |
|---|---|
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 |