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Compare LHGG vs. UTIP
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 Lakehouse Global Growth Fund Active ETF (LHGG) and the Betashares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LHGG | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 2 |
Median incremental investment | $1,493.50 | $4,192.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,423.10 | $15,965.47 |
Average age group | > 35 | > 35 |
Key Summary
LHGG | UTIP | |
|---|---|---|
Strategy | LHGG.AX was created on 2017-12-01 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide long-term capital growth and to outperform the MSCI All Country World Index Net Total Returns in AUD over rolling five-year periods (after fees and expenses but before taxes). | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | MercadoLibre Inc (12.19 %) Amazon.com Inc (7.81 %) Sansan Inc (7.64 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.20 %) |
Top 3 industries | Information Technology (27.74 %) Consumer Discretionary (27.56 %) Other (19.20 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
LHGG | UTIP | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | MSCI All Country World Index - Benchmark TR Net | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $2.48 | $25.73 |
Size | N/A | $191.927 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 10.81 % | 1.68 % |
Market | ASX | ASX |
First listed date | 06/04/2025 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LHGG | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 2 |
Median incremental investment | $1,493.50 | $4,192.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,423.10 | $15,965.47 |
Average age group | > 35 | > 35 |
Pros and Cons
LHGG | UTIP | |
|---|---|---|
Pros |
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Cons |
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LHGG | UTIP |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |