Compare AU

Compare LPGD vs. IUSG

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

Community Stats

LPGD

IUSG

Popularity

Low

N/A

Pearlers invested

11

0

Median incremental investment

$721.12

$0

Median investment frequency

Quarterly

N/A

Median total investment

$1,784.16

$0

Average age group

> 35

N/A


Key Summary

LPGD

IUSG

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.

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

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

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

Top 3 industries

Top 3 countries

Management fee

0.12 %

0.26 %


Key Summary

LPGD

IUSG

Issuer

Loftus Peak

iShares

Tracking index

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.12 %

0.26 %

Price

$5.24

$101.59

Size

N/A

$6.532 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

- %

0.67 %

Market

ASX

ASX

First listed date

08/11/2020

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

LPGD

IUSG

Popularity

Low

N/A

Pearlers invested

11

0

Median incremental investment

$721.12

$0

Median investment frequency

Quarterly

N/A

Median total investment

$1,784.16

$0

Average age group

> 35

N/A


Pros and Cons

LPGD

IUSG

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

LPGD

IUSG

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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