Compare AU

Compare IMPQ vs. VHY

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

Perennial Better Future Fund (Managed 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 Perennial Better Future Fund (Managed Fund) (IMPQ) and the Vanguard Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

VHY

Popularity

Low

Medium

Pearlers invested

625

1,340

Median incremental investment

$600.00

$1,013.02

Median investment frequency

Monthly

Monthly

Median total investment

$995.86

$2,526.81

Average age group

26 - 35

> 35


Key Summary

IMPQ

VHY

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.

VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax.

Top 3 holdings

Meridian Energy Ltd (5.78 %)

AUB Group Ltd (5.10 %)

Chorus Ltd (4.87 %)

BHP Group Ltd. (10.26 %)

Commonwealth Bank of Australia (9.79 %)

National Australia Bank Ltd. (6.83 %)

Top 3 industries

Financials (18.61 %)

Other (17.64 %)

Real Estate (16.79 %)

Financials (40.37 %)

Materials (23.34 %)

Energy (10.73 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Australia (99.89 %)

China (0.11 %)

Management fee

0.99 %

0.25 %


Key Summary

IMPQ

VHY

Issuer

Perennial

Vanguard

Tracking index

FTSE Australia High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

0.99 %

0.25 %

Price

$4.93

$76.57

Size

N/A

N/A

10Y return

N/A

11.25 %

Annual distribution yield (5Y)

2.05 %

7.12 %

Market

ASX

ASX

First listed date

23/05/2019

26/05/2011

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

VHY

Popularity

Low

Medium

Pearlers invested

625

1,340

Median incremental investment

$600.00

$1,013.02

Median investment frequency

Monthly

Monthly

Median total investment

$995.86

$2,526.81

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

VHY

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

IMPQ

VHY

Lower exposure to AU market

Higher 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

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