Compare AU

Compare IMPQ vs. WDMF

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 Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

WDMF

Popularity

Low

Low

Pearlers invested

631

1

Median incremental investment

$600.00

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,002.82

$144,768.00

Average age group

26 - 35

> 35


Key Summary

IMPQ

WDMF

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.

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.37m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.99 %

0.35 %


Key Summary

IMPQ

WDMF

Issuer

Perennial

iShares

Tracking index

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.99 %

0.35 %

Price

$4.94

$48.00

Size

N/A

$170.805 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.05 %

5.03 %

Market

ASX

ASX

First listed date

23/05/2019

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

WDMF

Popularity

Low

Low

Pearlers invested

631

1

Median incremental investment

$600.00

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,002.82

$144,768.00

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

WDMF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

IMPQ

WDMF

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

Lower distribution yield

Higher distribution yield

Home