Compare AU
Compare IMPQ vs. OZF
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 Perennial Better Future Active ETF (IMPQ) and the SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 614 | 9 |
Median incremental investment | $601.76 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $990.23 | $1,051.91 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.3m in AUM and 31 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Meridian Energy Ltd (5.80 %) Chorus Ltd (4.74 %) Australian Ethical Investment Ltd (4.57 %) | Commonwealth Bank of Australia (31.82 %) Westpac Banking Corp (13.03 %) National Australia Bank Ltd (12.77 %) |
Top 3 industries | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) | Financials (100.00 %) Other (4.41 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.99 % | 0.4 % |
Key Summary
IMPQ | OZF | |
|---|---|---|
Issuer | Perennial | SPDR |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.4 % |
Price | $4.91 | $28.43 |
Size | N/A | $35.340 million |
10Y return | N/A | 28.99 % |
Annual distribution yield (5Y) | 2.05 % | 5.11 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 614 | 9 |
Median incremental investment | $601.76 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $990.23 | $1,051.91 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | OZF | |
|---|---|---|
Pros |
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Cons |
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IMPQ | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |