Compare AU

Compare SUBD vs. LPGD

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

Aussie Subordinated Bonds

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

Community Stats

SUBD

LPGD

Popularity

Low

Low

Pearlers invested

18

11

Median incremental investment

$4,011.00

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$10,878.12

$1,790.88

Average age group

> 35

> 35


Key Summary

SUBD

LPGD

Strategy

SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the 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

Commonwealth Bank of Australia (8.90 %)

National Australia Bank Ltd. (7.15 %)

ANZ Group Holdings Ltd. (6.31 %)

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

Top 3 industries

Top 3 countries

Management fee

0.29 %

0.12 %


Key Summary

SUBD

LPGD

Issuer

VanEck

Loftus Peak

Tracking index

iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.12 %

Price

$25.21

$5.33

Size

$2.029 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.58 %

- %

Market

ASX

ASX

First listed date

30/10/2019

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

SUBD

LPGD

Popularity

Low

Low

Pearlers invested

18

11

Median incremental investment

$4,011.00

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$10,878.12

$1,790.88

Average age group

> 35

> 35


Pros and Cons

SUBD

LPGD

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SUBD

LPGD

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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