Compare AU
Compare LPGD vs. ICOR
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 ICOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LPGD | ICOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 4 |
Median incremental investment | $721.12 | $556.14 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,790.88 | $3,382.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
LPGD | ICOR | |
|---|---|---|
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. | ICOR.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. |
Top 3 holdings | Loftus Peak Global Disruption Fund (Managed Fund) (100 %) | NATIONAL AUSTRALIA BANK LTD MTN RegS (1.44 %) LONSDALE FINANCE PTY LTD MTN RegS (1.39 %) AUSGRID FINANCE PTY LTD MTN (1.26 %) |
Top 3 industries | Other (97.20 %) Communication Services (1.33 %) Utilities (0.68 %) | |
Top 3 countries | ||
Management fee | 0.12 % | 0.15 % |
Key Summary
LPGD | ICOR | |
|---|---|---|
Issuer | Loftus Peak | iShares |
Tracking index | Bloomberg AusBond Credit (0+Y) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.15 % |
Price | $5.33 | $95.28 |
Size | N/A | $246.999 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.09 % |
Market | ASX | ASX |
First listed date | 08/11/2020 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LPGD | ICOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 4 |
Median incremental investment | $721.12 | $556.14 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,790.88 | $3,382.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
LPGD | ICOR | |
|---|---|---|
Pros |
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Cons |
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LPGD | ICOR |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |