Compare AU

Compare SMLL vs. LPGD

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

BetaShares Aust Small Companies Select Fund (Managed Fund)

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

Community Stats

SMLL

LPGD

Popularity

Low

Low

Pearlers invested

8

11

Median incremental investment

$2,153.15

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$4,400.33

$1,784.16

Average age group

> 35

> 35


Key Summary

SMLL

LPGD

Strategy

SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 91.58m in AUM and 63 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies.

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

CLEANAWAY WASTE MANAGEMENT LTD (4.75 %)

INCITEC PIVOT LTD (4.68 %)

PERSEUS MINING LTD (3.57 %)

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

Top 3 industries

Materials (26.52 %)

Consumer Discretionary (23.94 %)

Industrials (14.62 %)

Top 3 countries

Australia (98.15 %)

China (1.85 %)

Management fee

0.39 %

0.12 %


Key Summary

SMLL

LPGD

Issuer

BetaShares

Loftus Peak

Tracking index

Asset class

ETF

ETF

Management fee

0.39 %

0.12 %

Price

$3.68

$5.24

Size

$92.486 million

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

5.16 %

- %

Market

ASX

ASX

First listed date

11/04/2017

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

SMLL

LPGD

Popularity

Low

Low

Pearlers invested

8

11

Median incremental investment

$2,153.15

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$4,400.33

$1,784.16

Average age group

> 35

> 35


Pros and Cons

SMLL

LPGD

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

SMLL

LPGD

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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