Compare AU
Compare IMPQ vs. TBIL
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 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 |
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Cons |
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IMPQ | TBIL |
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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 |