Compare AU
Compare IMPQ vs. ZYUS
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 S&P 500 US Dividends & Low Volatility (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 629 | 83 |
Median incremental investment | $600.00 | $634.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $994.70 | $1,823.90 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IMPQ | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) | Altria Group Inc (3.09 %) Kinder Morgan Inc Class P (2.97 %) Bristol-Myers Squibb Co (2.90 %) |
Top 3 industries | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) | Communication Services (20.89 %) Consumer Staples (20.65 %) Energy (20.48 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) |
Management fee | 0.99 % | 0.35 % |
Key Summary
IMPQ | ZYUS | |
|---|---|---|
Issuer | Perennial | ETFS |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.35 % |
Price | $4.90 | $15.82 |
Size | N/A | $76.665 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 4.97 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 629 | 83 |
Median incremental investment | $600.00 | $634.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $994.70 | $1,823.90 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IMPQ | ZYUS | |
|---|---|---|
Pros |
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Cons |
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IMPQ | ZYUS |
|---|---|
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 |