Compare AU

Compare LPGD vs. A200

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

Loftus Peak Global Disruption Fund (Managed Fund)

ASX

Buy

Buy

BetaShares Australia 200 ETF

ASX

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 LPGD and A200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LPGD

A200

Popularity

Low

Medium

Pearlers invested

12

4,673

Median incremental investment

$721.12

$1,076.91

Median investment frequency

Quarterly

Monthly

Median total investment

$1,497.81

$3,586.70

Average age group

> 35

26 - 35


Key Summary

LPGD

A200

Strategy

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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

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

COMMONWEALTH BANK OF AUSTRALIA (10.06 %)

BHP GROUP LTD (8.36 %)

CSL LTD (6.18 %)

Top 3 industries

Financials (33.04 %)

Materials (17.09 %)

Health Care (8.84 %)

Top 3 countries

Australia (94.98 %)

New Zealand (1.39 %)

Ireland (0.95 %)

Management fee

0.12 %

0.04 %


Key Summary

LPGD

A200

Issuer

Loftus Peak

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.12 %

0.04 %

Price

$4.66

$138.29

Size

N/A

$5.792 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

5.34 %

Market

ASX

ASX

First listed date

08/11/2020

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

LPGD

A200

Popularity

Low

Medium

Pearlers invested

12

4,673

Median incremental investment

$721.12

$1,076.91

Median investment frequency

Quarterly

Monthly

Median total investment

$1,497.81

$3,586.70

Average age group

> 35

26 - 35


Pros and Cons

LPGD

A200

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

LPGD

A200

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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