Compare AU

Compare IMPQ vs. VDGR

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

Better Future 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 Better Future Fund (IMPQ) and the Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

VDGR

Popularity

Low

Low

Pearlers invested

631

107

Median incremental investment

$600.00

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.91

$3,260.43

Average age group

26 - 35

> 35


Key Summary

IMPQ

VDGR

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.

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.99 %

0.27 %


Key Summary

IMPQ

VDGR

Issuer

Perennial

Vanguard

Tracking index

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.99 %

0.27 %

Price

$4.94

$63.65

Size

N/A

$1.222 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.05 %

5.01 %

Market

ASX

ASX

First listed date

23/05/2019

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

VDGR

Popularity

Low

Low

Pearlers invested

631

107

Median incremental investment

$600.00

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.91

$3,260.43

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

VDGR

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

IMPQ

VDGR

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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