Compare AU

Compare IYLD vs. LPGD

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

iShares Yield Plus ETF

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 IYLD and LPGD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IYLD

LPGD

Popularity

Low

Low

Pearlers invested

2

11

Median incremental investment

$199.50

$755.50

Median investment frequency

Monthly

Quarterly

Median total investment

$1,595.52

$1,764.00

Average age group

26 - 35

> 35


Key Summary

IYLD

LPGD

Strategy

IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. 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 the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC).

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

NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.63 %)

LIBERTY FINANCIAL PTY LTD MTN RegS (1.62 %)

CIP FUNDING PTY LTD MTN RegS (1.49 %)

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

Top 3 industries

Other (98.64 %)

Financials (1.30 %)

Consumer Discretionary (1.10 %)

Top 3 countries

Management fee

0.12 %

0.12 %


Key Summary

IYLD

LPGD

Issuer

iShares

Loftus Peak

Tracking index

Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD

Asset class

ETF

ETF

Management fee

0.12 %

0.12 %

Price

$99.72

$5.25

Size

$50.956 million

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

2.43 %

- %

Market

ASX

ASX

First listed date

28/05/2020

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

IYLD

LPGD

Popularity

Low

Low

Pearlers invested

2

11

Median incremental investment

$199.50

$755.50

Median investment frequency

Monthly

Quarterly

Median total investment

$1,595.52

$1,764.00

Average age group

26 - 35

> 35


Pros and Cons

IYLD

LPGD

Pros

  • Higher distribution yield

Cons

  • Lower distribution yield

IYLD

LPGD

Higher distribution yield

Lower distribution yield

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