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Compare IMPQ vs. ZYUS

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 Global X S&P 500 High Yield Low Volatility ETF (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

637

86

Median incremental investment

$600.00

$621.12

Median investment frequency

Monthly

Monthly

Median total investment

$996.73

$1,669.48

Average age group

26 - 35

> 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 %)

Verizon Communications Inc (2.74 %)

Altria Group Inc (2.74 %)

AT&T Inc (2.70 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Real Estate (28.88 %)

Communication Services (20.69 %)

Consumer Staples (20.04 %)

Top 3 countries

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

$4.91

$15.53

Size

N/A

$75.492 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.05 %

4.81 %

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

637

86

Median incremental investment

$600.00

$621.12

Median investment frequency

Monthly

Monthly

Median total investment

$996.73

$1,669.48

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

ZYUS

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IMPQ

ZYUS

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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