Compare AU

Compare WDIV vs. LPGD

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

SPDR S&P Global Dividend 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 WDIV and LPGD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

WDIV

LPGD

Popularity

Low

Low

Pearlers invested

37

11

Median incremental investment

$654.39

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$2,470.50

$1,790.88

Average age group

> 35

> 35


Key Summary

WDIV

LPGD

Strategy

WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD 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

Altria Group Inc (2.66 %)

Highwoods Properties Inc (2.39 %)

Solvay SA (2.27 %)

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

Top 3 industries

Industrials (30.46 %)

Real Estate (29.84 %)

Consumer Staples (23.52 %)

Top 3 countries

United States (23.78 %)

Canada (21.10 %)

Japan (12.42 %)

Management fee

0.35 %

0.12 %


Key Summary

WDIV

LPGD

Issuer

SPDR

Loftus Peak

Tracking index

S&P Global Dividend Aristocrats Index sp_43

Asset class

ETF

ETF

Management fee

0.35 %

0.12 %

Price

$20.25

$5.33

Size

$278.795 million

N/A

10Y return

18.08 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

4.85 %

- %

Market

ASX

ASX

First listed date

04/11/2013

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

WDIV

LPGD

Popularity

Low

Low

Pearlers invested

37

11

Median incremental investment

$654.39

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$2,470.50

$1,790.88

Average age group

> 35

> 35


Pros and Cons

WDIV

LPGD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

WDIV

LPGD

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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