Compare AU
Compare IMPQ vs. MVOL
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 Fund (Managed Fund) (IMPQ) and the iShares Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 619 | 2 |
Median incremental investment | $600.68 | $2,592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $920.58 | $2,599.58 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 25.48m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Meridian Energy Ltd (5.78 %) AUB Group Ltd (5.10 %) Chorus Ltd (4.87 %) | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) |
Top 3 industries | Financials (18.61 %) Other (17.64 %) Real Estate (16.79 %) | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 0.99 % | 0.3 % |
Key Summary
IMPQ | MVOL | |
|---|---|---|
Issuer | Perennial | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.3 % |
Price | $4.58 | $31.51 |
Size | N/A | $25.431 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 5.16 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 619 | 2 |
Median incremental investment | $600.68 | $2,592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $920.58 | $2,599.58 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | MVOL | |
|---|---|---|
Pros |
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Cons |
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IMPQ | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |