Compare AU
Compare IMPQ vs. US10
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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 619 | 2 |
Median incremental investment | $600.68 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $920.58 | $9,557.92 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | US10 | |
|---|---|---|
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. | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Meridian Energy Ltd (5.78 %) AUB Group Ltd (5.10 %) Chorus Ltd (4.87 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (10.05 %) |
Top 3 industries | Financials (18.61 %) Other (17.64 %) Real Estate (16.79 %) | |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | |
Management fee | 0.99 % | 0.22 % |
Key Summary
IMPQ | US10 | |
|---|---|---|
Issuer | Perennial | BetaShares |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.22 % |
Price | $4.58 | $50.84 |
Size | N/A | $27.748 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 0.73 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 25/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 619 | 2 |
Median incremental investment | $600.68 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $920.58 | $9,557.92 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | US10 | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IMPQ | US10 |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |