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Compare IHEB vs. LPGD

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

J.P. Morgan USD Emerging Markets Bond (AUD Hedged)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IHEB and LPGD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IHEB

LPGD

Popularity

Low

Low

Pearlers invested

2

11

Median incremental investment

$4,196.50

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$20,838.09

$1,760.64

Average age group

> 35

> 35


Key Summary

IHEB

LPGD

Strategy

IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities.

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

iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %)

Loftus Peak Global Disruption Fund (Managed Fund) (100 %)

Top 3 industries

Other (98.67 %)

Communication Services (1.33 %)

Top 3 countries

Management fee

0.51 %

0.12 %


Key Summary

IHEB

LPGD

Issuer

iShares

Loftus Peak

Tracking index

J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.51 %

0.12 %

Price

$76.33

$5.24

Size

$68.363 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.56 %

- %

Market

ASX

ASX

First listed date

09/12/2015

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

IHEB

LPGD

Popularity

Low

Low

Pearlers invested

2

11

Median incremental investment

$4,196.50

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$20,838.09

$1,760.64

Average age group

> 35

> 35


Pros and Cons

IHEB

LPGD

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHEB

LPGD

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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