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Compare MOAT 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 VanEck Morningstar Wide Moat ETF (MOAT) and the Perennial Better Future Active ETF (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 544 | 517 |
Median incremental investment | $1,000.00 | $625.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,020.06 | $934.92 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | IMPQ | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Airbnb Inc Ordinary Shares - Class A (2.95 %) Veeva Systems Inc Class A (2.90 %) LPL Financial Holdings Inc (2.74 %) | Meridian Energy Ltd (6.24 %) NIB Holdings Ltd (6.22 %) Smartgroup Corporation Ltd (6.00 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (83.63 %) New Zealand (14.33 %) United States (2.04 %) |
Management fee | 0.49 % | 0.99 % |
Key Summary
MOAT | IMPQ | |
|---|---|---|
Issuer | VanEck | Perennial |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.99 % |
Price | $122.08 | $4.43 |
Size | $890.623 million | N/A |
10Y return | 168.84 % | N/A |
Annual distribution yield (5Y) | 6.64 % | 2.24 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 544 | 517 |
Median incremental investment | $1,000.00 | $625.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,020.06 | $934.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | IMPQ | |
|---|---|---|
Pros |
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Cons |
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MOAT | 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 |
Higher distribution yield | Lower distribution yield |