Compare AU

Compare SUBD vs. IMPQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Subordinated Bonds

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 Aussie Subordinated Bonds (SUBD) 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

SUBD

IMPQ

Popularity

Low

Low

Pearlers invested

18

630

Median incremental investment

$4,011.00

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$10,878.12

$996.30

Average age group

> 35

26 - 35


Key Summary

SUBD

IMPQ

Strategy

SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index.

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

Commonwealth Bank of Australia (8.90 %)

National Australia Bank Ltd. (7.15 %)

ANZ Group Holdings Ltd. (6.31 %)

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Management fee

0.29 %

0.99 %


Key Summary

SUBD

IMPQ

Issuer

VanEck

Perennial

Tracking index

iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.99 %

Price

$25.21

$4.92

Size

$2.029 billion

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.58 %

2.05 %

Market

ASX

ASX

First listed date

30/10/2019

23/05/2019

Purchase fee

$6.50

$6.50


Community Stats

SUBD

IMPQ

Popularity

Low

Low

Pearlers invested

18

630

Median incremental investment

$4,011.00

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$10,878.12

$996.30

Average age group

> 35

26 - 35


Pros and Cons

SUBD

IMPQ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

SUBD

IMPQ

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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