Compare AU
Compare IMPQ vs. VDGR
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 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 | |
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Pros |
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Cons |
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IMPQ | VDGR |
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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 |