Compare AU

Compare IMPQ vs. OZXX

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

Perennial Better Future Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IMPQ and OZXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

OZXX

Popularity

Low

Low

Pearlers invested

637

4

Median incremental investment

$600.00

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,017.03

$5,803.20

Average age group

26 - 35

> 35


Key Summary

IMPQ

OZXX

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.

N/A

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

Global X Australia Ex Financials & Resources ETF (100 %)

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 %


Key Summary

IMPQ

OZXX

Issuer

Perennial

Tracking index

Asset class

ETF

Stock

Management fee

0.99 %

0 %

Price

$5.01

$10.40

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.05 %

1.26 %

Market

ASX

ASX

First listed date

23/05/2019

12/04/2023

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

OZXX

Popularity

Low

Low

Pearlers invested

637

4

Median incremental investment

$600.00

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,017.03

$5,803.20

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

OZXX

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

IMPQ

OZXX

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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