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Compare LPHD vs. ROYL
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 LPHD and ROYL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LPHD | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 31 |
Median incremental investment | $2,322.50 | $996.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,285.61 | $2,222.35 |
Average age group | > 35 | > 35 |
Key Summary
LPHD | ROYL | |
|---|---|---|
Strategy | LPHD.AX was created on 2022-07-01 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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Loftus Peak Global Disruption Hedged Active ETF (100 %) | WHEATON PRECIOUS METALS CORP (11.78 %) FRANCO-NEVADA CORP (10.73 %) UNIVERSAL MUSIC GROUP NV (8.95 %) |
Top 3 industries | Other (52.78 %) Information Technology (16.96 %) Health Care (11.25 %) | |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0 % | 0.69 % |
Key Summary
LPHD | ROYL | |
|---|---|---|
Issuer | Loftus Peak | BetaShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.69 % |
Price | $9.31 | $13.24 |
Size | N/A | $56.716 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 3.32 % |
Market | ASX | ASX |
First listed date | 31/08/2025 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LPHD | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 31 |
Median incremental investment | $2,322.50 | $996.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,285.61 | $2,222.35 |
Average age group | > 35 | > 35 |
Pros and Cons
LPHD | ROYL | |
|---|---|---|
Pros |
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Cons |
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LPHD | ROYL |
|---|---|
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 distribution yield | Higher distribution yield |