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Compare MVE vs. LPHD
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 VanEck S&P/ASX Midcap ETF (MVE) and the Loftus Peak Global Disruption Hedged Active ETF (LPHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | LPHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 1 |
Median incremental investment | $975.29 | $2,322.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,647.43 | $3,116.63 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | LPHD | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | 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. |
Top 3 holdings | Orica Ltd (3.45 %) Charter Hall Group (3.38 %) Vicinity Centres (3.35 %) | NVIDIA Corp (9.50 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.74 %) Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H (5.75 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | |
Top 3 countries | Australia (87.98 %) United States (6.16 %) United Kingdom of Great Britain and Northern Ireland (2.27 %) | |
Management fee | 0.45 % | 0 % |
Key Summary
MVE | LPHD | |
|---|---|---|
Issuer | VanEck | Loftus Peak |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $42.66 | $9.77 |
Size | $470.868 million | N/A |
10Y return | 80.69 % | N/A |
Annual distribution yield (5Y) | 2.90 % | 5.73 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 31/08/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | LPHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 1 |
Median incremental investment | $975.29 | $2,322.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,647.43 | $3,116.63 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | LPHD | |
|---|---|---|
Pros |
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Cons |
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MVE | LPHD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |