Compare AU

Compare MVA vs. LPGD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Large-Cap Property

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

Community Stats

MVA

LPGD

Popularity

Low

Low

Pearlers invested

82

11

Median incremental investment

$600.00

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$2,259.65

$1,777.44

Average age group

> 35

> 35


Key Summary

MVA

LPGD

Strategy

MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.

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.

Top 3 holdings

Goodman Group (11.38 %)

Scentre Group (10.37 %)

Stockland Corp Ltd (10.17 %)

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

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.35 %

0.12 %


Key Summary

MVA

LPGD

Issuer

VanEck

Loftus Peak

Tracking index

MVIS Australia A-REITs Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.12 %

Price

$22.72

$5.29

Size

$613.352 million

N/A

10Y return

32.02 %

N/A

Annual distribution/β€Šdividend yield (5Y)

4.91 %

- %

Market

ASX

ASX

First listed date

16/10/2013

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

MVA

LPGD

Popularity

Low

Low

Pearlers invested

82

11

Median incremental investment

$600.00

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$2,259.65

$1,777.44

Average age group

> 35

> 35


Pros and Cons

MVA

LPGD

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

MVA

LPGD

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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