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Compare IJR 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 iShares S&P Small-Cap ETF (IJR) 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
IJR | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 98 | 31 |
Median incremental investment | $1,715.23 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,380.75 | $1,874.40 |
Average age group | > 35 | > 35 |
Key Summary
IJR | LPGD | |
|---|---|---|
Strategy | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. | 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 CORE S&P SMALL-CAP ETF (99.96 %) USD CASH (0.04 %) AUD CASH (0.00 %) | NVIDIA Corp (10.35 %) Meta Platforms Inc Class A (7.51 %) Roku Inc Class A (5.17 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) |
Top 3 countries | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) | United States (76.46 %) Taiwan (12.00 %) China (6.77 %) |
Management fee | 0.07 % | 0.12 % |
Key Summary
IJR | LPGD | |
|---|---|---|
Issuer | iShares | Loftus Peak |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.12 % |
Price | $190.15 | $5.69 |
Size | $792.636 million | N/A |
10Y return | 158.76 % | N/A |
Annual distribution yield (5Y) | 1.28 % | 6.25 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 08/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 98 | 31 |
Median incremental investment | $1,715.23 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,380.75 | $1,874.40 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | LPGD | |
|---|---|---|
Pros |
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Cons |
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IJR | LPGD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |