Compare AU
Compare LPGD vs. JPEQ
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 JPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LPGD | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $721.12 | $750.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,790.88 | $4,961.03 |
Average age group | > 35 | > 35 |
Key Summary
LPGD | JPEQ | |
|---|---|---|
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. | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. |
Top 3 holdings | Loftus Peak Global Disruption Fund (Managed Fund) (100 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.12 % | 0.4 % |
Key Summary
LPGD | JPEQ | |
|---|---|---|
Issuer | Loftus Peak | JPMorgan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.4 % |
Price | $5.33 | $64.85 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.54 % |
Market | ASX | ASX |
First listed date | 08/11/2020 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LPGD | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $721.12 | $750.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,790.88 | $4,961.03 |
Average age group | > 35 | > 35 |
Pros and Cons
LPGD | JPEQ | |
|---|---|---|
Pros |
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Cons |
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LPGD | JPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |