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Compare ULTB vs. LHGG
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 iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB) and the Lakehouse Global Growth Fund Active ETF (LHGG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ULTB | LHGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 74 |
Median incremental investment | $25,000.00 | $1,545.96 |
Median investment frequency | Weekly | Monthly |
Median total investment | $72,267.57 | $2,851.09 |
Average age group | > 35 | > 35 |
Key Summary
ULTB | LHGG | |
|---|---|---|
Strategy | N/A | LHGG.AX was created on 2017-12-01 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide long-term capital growth and to outperform the MSCI All Country World Index Net Total Returns in AUD over rolling five-year periods (after fees and expenses but before taxes). |
Top 3 holdings | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) | MercadoLibre Inc (13.38 %) ServiceNow Inc (8.66 %) Workiva Inc Class A (7.31 %) |
Top 3 industries | Consumer Discretionary (29.58 %) Information Technology (20.26 %) Communication Services (17.49 %) | |
Top 3 countries | United States (54.80 %) Canada (12.71 %) Brazil (12.45 %) | |
Management fee | 0 % | 0 % |
Key Summary
ULTB | LHGG | |
|---|---|---|
Issuer | Global X | |
Tracking index | MSCI All Country World Index - Benchmark TR Net | |
Asset class | Stock | ETF |
Management fee | 0 % | 0 % |
Price | $88.89 | $1.555 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.38 % | 10.81 % |
Market | ASX | ASX |
First listed date | 05/09/2024 | 06/04/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ULTB | LHGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 74 |
Median incremental investment | $25,000.00 | $1,545.96 |
Median investment frequency | Weekly | Monthly |
Median total investment | $72,267.57 | $2,851.09 |
Average age group | > 35 | > 35 |
Pros and Cons
ULTB | LHGG | |
|---|---|---|
Pros |
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Cons |
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ULTB | LHGG |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher dividend/distribution yield | Lower dividend/distribution yield |