Compare AU
Compare SUBD vs. LPGD
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 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 |
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Cons |
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SUBD | LPGD |
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Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |