Compare AU

Compare LPGD vs. IHOO

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

Loftus Peak Global Disruption Fund (Managed Fund)

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

Community Stats

LPGD

IHOO

Popularity

Low

Low

Pearlers invested

11

12

Median incremental investment

$721.12

$1,015.02

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,790.88

$7,680.94

Average age group

> 35

> 35


Key Summary

LPGD

IHOO

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.

IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets

Top 3 holdings

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

APPLE INC (12.53 %)

NVIDIA CORP (11.90 %)

MICROSOFT CORP (10.90 %)

Top 3 industries

Information Technology (41.20 %)

Health Care (10.04 %)

Consumer Discretionary (9.13 %)

Top 3 countries

United States (81.06 %)

United Kingdom of Great Britain and Northern Ireland (4.32 %)

Switzerland (3.26 %)

Management fee

0.12 %

0.43 %


Key Summary

LPGD

IHOO

Issuer

Loftus Peak

iShares

Tracking index

S&P Global 100 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.12 %

0.43 %

Price

$5.33

$187.34

Size

N/A

$504.708 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

5.07 %

Market

ASX

ASX

First listed date

08/11/2020

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

LPGD

IHOO

Popularity

Low

Low

Pearlers invested

11

12

Median incremental investment

$721.12

$1,015.02

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,790.88

$7,680.94

Average age group

> 35

> 35


Pros and Cons

LPGD

IHOO

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

LPGD

IHOO

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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