Compare AU
Compare IVE vs. IMPQ
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 iShares MSCI EAFE ETF (IVE) and the Perennial Better Future Fund (Managed Fund) (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVE | IMPQ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 625 |
Median incremental investment | $1,671.04 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,662.80 | $995.86 |
Average age group | > 35 | 26 - 35 |
Key Summary
IVE | IMPQ | |
---|---|---|
Strategy | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | 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. |
Top 3 holdings | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) | Meridian Energy Ltd (5.78 %) AUB Group Ltd (5.10 %) Chorus Ltd (4.87 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Financials (18.61 %) Other (17.64 %) Real Estate (16.79 %) |
Top 3 countries | United States (99.97 %) | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) |
Management fee | 0.32 % | 0.99 % |
Key Summary
IVE | IMPQ | |
---|---|---|
Issuer | iShares | Perennial |
Tracking index | MSCI EAFE | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.99 % |
Price | $128.70 | $4.98 |
Size | $530.142 million | N/A |
10Y return | 58.11 % | N/A |
Annual distribution yield (5Y) | 2.60 % | 2.05 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | IMPQ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 625 |
Median incremental investment | $1,671.04 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,662.80 | $995.86 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IVE | IMPQ | |
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Pros |
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Cons |
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IVE | IMPQ |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |