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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 Active ETF (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 | 592 | 3 |
Median incremental investment | $611.20 | $690.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.91 | $1,085.91 |
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. The ETF currently has 142.25m in AUM and 19 holdings. 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 (5.79 %) NIB Holdings Ltd (5.36 %) PEXA Group Ltd (5.08 %) | United States Treasury Bills (9.17 %) United States Treasury Bills (9.17 %) United States Treasury Bills (7.71 %) |
Top 3 industries | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) | |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | |
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 | $4.79 | $51.75 |
Size | N/A | $143.739 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.43 % | 3.26 % |
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 | 592 | 3 |
Median incremental investment | $611.20 | $690.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.91 | $1,085.91 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | TBIL | |
|---|---|---|
Pros |
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Cons |
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IMPQ | TBIL |
|---|---|
Higher exposure to AU market | Lower 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 |