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Compare LPGD vs. VVLU
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 Global Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LPGD | VVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 107 |
Median incremental investment | $1,000.00 | $1,825.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,759.50 | $8,728.98 |
Average age group | > 35 | > 35 |
Key Summary
LPGD | VVLU | |
|---|---|---|
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. | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics |
Top 3 holdings | NVIDIA Corp (10.35 %) Meta Platforms Inc Class A (8.02 %) Amazon.com Inc (5.26 %) | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) |
Top 3 industries | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) |
Top 3 countries | United States (76.46 %) Taiwan (12.00 %) China (6.77 %) | United States (69.11 %) Japan (6.63 %) United Kingdom of Great Britain and Northern Ireland (4.29 %) |
Management fee | 0.12 % | 0.28 % |
Key Summary
LPGD | VVLU | |
|---|---|---|
Issuer | Loftus Peak | Vanguard |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.28 % |
Price | $5.10 | $76.57 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.25 % | 4.75 % |
Market | ASX | ASX |
First listed date | 08/11/2020 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LPGD | VVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 107 |
Median incremental investment | $1,000.00 | $1,825.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,759.50 | $8,728.98 |
Average age group | > 35 | > 35 |
Pros and Cons
LPGD | VVLU | |
|---|---|---|
Pros |
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Cons |
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LPGD | VVLU |
|---|---|
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 |