Compare AU
Compare IVV 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 S&P US 500 (IVV) and the Better Future Fund (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | IMPQ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 631 |
Median incremental investment | $1,000.00 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $1,006.88 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | IMPQ | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) |
Top 3 countries | United States (99.92 %) | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) |
Management fee | 0.04 % | 0.99 % |
Key Summary
IVV | IMPQ | |
|---|---|---|
Issuer | iShares | Perennial |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.99 % |
Price | $63.52 | $4.92 |
Size | $10.019 billion | N/A |
10Y return | 287.25 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 2.05 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | IMPQ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 631 |
Median incremental investment | $1,000.00 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $1,006.88 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | IMPQ | |
|---|---|---|
Pros |
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Cons |
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IVV | IMPQ |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |