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Compare IMPQ vs. TBIL

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, 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 VanEck 1-3 Month Us Treasury Bond ETF (TBIL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

TBIL

Popularity

Low

Low

Pearlers invested

637

4

Median incremental investment

$600.00

$687.74

Median investment frequency

Monthly

Monthly

Median total investment

$1,017.03

$831.44

Average age group

26 - 35

> 35


Key Summary

IMPQ

TBIL

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.

TBIL.AX was created on 2023-05-16 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. TBIL.AX invests in a portfolio of US dollar denominated Treasury Bills issued by the US Government with a maturity ranging from 1-3 months with the aim of providing investment returns (before fees and costs) that closely track the returns of the Index

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

United States Treasury Bills (8.99 %)

United States Treasury Bills (8.29 %)

United States Treasury Bills (8.28 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Top 3 countries

United States (100.00 %)

Management fee

0.99 %

0.22 %


Key Summary

IMPQ

TBIL

Issuer

Perennial

VanEck

Tracking index

Bloomberg 1-3 Month U.S. Treasury Bill Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.99 %

0.22 %

Price

$5.01

$50.39

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.05 %

1.44 %

Market

ASX

ASX

First listed date

23/05/2019

17/05/2023

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

TBIL

Popularity

Low

Low

Pearlers invested

637

4

Median incremental investment

$600.00

$687.74

Median investment frequency

Monthly

Monthly

Median total investment

$1,017.03

$831.44

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

TBIL

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IMPQ

TBIL

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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