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Compare ALPH vs. LPGD
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 Schroder Global Equity Alpha Fund - Active ETF (ALPH) and the Loftus Peak Global Disruption Active ETF (LPGD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 33 |
Median incremental investment | $1,309.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,150.00 | $1,780.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | LPGD | |
|---|---|---|
Strategy | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. | LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | Taiwan Semiconductor Manufacturing Co Ltd (9.44 %) NVIDIA Corp (8.51 %) Meta Platforms Inc Class A (6.03 %) |
Top 3 industries | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (76.46 %) Taiwan (12.00 %) China (6.77 %) |
Management fee | 0 % | 0.12 % |
Key Summary
ALPH | LPGD | |
|---|---|---|
Issuer | Schroder | Loftus Peak |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.12 % |
Price | $10.38 | $5.16 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 6.25 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 08/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 33 |
Median incremental investment | $1,309.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,150.00 | $1,780.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | LPGD | |
|---|---|---|
Pros |
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Cons |
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ALPH | LPGD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |