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Compare LPGD vs. VSO
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Loftus Peak Global Disruption Active ETF (LPGD) and the Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LPGD | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 313 |
Median incremental investment | $1,000.00 | $998.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,759.50 | $2,518.92 |
Average age group | > 35 | > 35 |
Key Summary
LPGD | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | NVIDIA Corp (10.35 %) Meta Platforms Inc Class A (8.02 %) Amazon.com Inc (5.26 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (76.46 %) Taiwan (12.00 %) China (6.77 %) | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) |
Management fee | 0.12 % | 0.3 % |
Key Summary
LPGD | VSO | |
|---|---|---|
Issuer | Loftus Peak | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.3 % |
Price | $5.10 | $69.97 |
Size | N/A | N/A |
10Y return | N/A | 61.89 % |
Annual distribution yield (5Y) | 6.25 % | 4.77 % |
Market | ASX | ASX |
First listed date | 08/11/2020 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LPGD | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 313 |
Median incremental investment | $1,000.00 | $998.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,759.50 | $2,518.92 |
Average age group | > 35 | > 35 |
Pros and Cons
LPGD | VSO | |
|---|---|---|
Pros |
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Cons |
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LPGD | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |