Compare AU

Compare IMPQ vs. OZF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Better Future Fund

ASX

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Overview
Performance

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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

OZF

Popularity

Low

Low

Pearlers invested

631

8

Median incremental investment

$600.00

$523.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.91

$1,020.25

Average age group

26 - 35

> 35


Key Summary

IMPQ

OZF

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.

OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index.

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

Commonwealth Bank of Australia (30.37 %)

National Australia Bank Ltd (14.08 %)

Westpac Banking Corp (13.26 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Australia (99.41 %)

United States (0.59 %)

Management fee

0.99 %

0.4 %


Key Summary

IMPQ

OZF

Issuer

Perennial

SPDR

Tracking index

S&P/ASX 200 Financials Ex-A-REIT - AUD

Asset class

ETF

ETF

Management fee

0.99 %

0.4 %

Price

$4.94

$28.92

Size

N/A

$44.595 million

10Y return

N/A

36.93 %

Annual distribution yield (5Y)

2.05 %

5.17 %

Market

ASX

ASX

First listed date

23/05/2019

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

OZF

Popularity

Low

Low

Pearlers invested

631

8

Median incremental investment

$600.00

$523.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.91

$1,020.25

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

OZF

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

IMPQ

OZF

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

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