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Compare IMPQ vs. XALG
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 Alphinity Global Equity Fund - Active ETF (XALG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 567 | 1 |
Median incremental investment | $612.84 | $751.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $1,022.95 | $489.44 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IMPQ | XALG | |
|---|---|---|
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. | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. |
Top 3 holdings | Meridian Energy Ltd (5.80 %) Sims Ltd (5.37 %) NIB Holdings Ltd (5.31 %) | Microsoft Corp (6.26 %) NVIDIA Corp (6.04 %) JPMorgan Chase & Co (4.76 %) |
Top 3 industries | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | |
Management fee | 0.99 % | 0.75 % |
Key Summary
IMPQ | XALG | |
|---|---|---|
Issuer | Perennial | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.75 % |
Price | $4.95 | $10.57 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.43 % | 6.26 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 567 | 1 |
Median incremental investment | $612.84 | $751.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $1,022.95 | $489.44 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IMPQ | XALG | |
|---|---|---|
Pros |
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Cons |
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IMPQ | XALG |
|---|---|
Higher exposure to AU market | Lower 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 |