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Compare IMPQ vs. VTS
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 Vanguard US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 591 | 3,290 |
Median incremental investment | $611.85 | $1,293.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,012.70 | $5,673.14 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | VTS | |
|---|---|---|
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. | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | Meridian Energy Ltd (5.80 %) Chorus Ltd (4.74 %) Australian Ethical Investment Ltd (4.57 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) |
Management fee | 0.99 % | 0.03 % |
Key Summary
IMPQ | VTS | |
|---|---|---|
Issuer | Perennial | Vanguard |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.03 % |
Price | $4.91 | $513.21 |
Size | N/A | $557.047 billion |
10Y return | N/A | 248.70 % |
Annual distribution yield (5Y) | 2.43 % | 1.19 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 591 | 3,290 |
Median incremental investment | $611.85 | $1,293.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,012.70 | $5,673.14 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | VTS | |
|---|---|---|
Pros |
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Cons |
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IMPQ | VTS |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |