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Compare MOAT 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck Morningstar Wide Moat ETF (MOAT) and the Loftus Peak Global Disruption Active ETF (LPGD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 544 | 17 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,034.78 | $2,377.18 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | LPGD | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Boeing Co (3.07 %) Corteva Inc (3.06 %) Huntington Ingalls Industries Inc (3.00 %) | Taiwan Semiconductor Manufacturing Co Ltd (10.39 %) Qualcomm Inc (9.91 %) Netflix Inc (6.31 %) |
Top 3 industries | Information Technology (30.20 %) Industrials (30.05 %) Other (23.89 %) | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 0.12 % |
Key Summary
MOAT | LPGD | |
|---|---|---|
Issuer | VanEck | Loftus Peak |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.12 % |
Price | $121.00 | $5.33 |
Size | $992.580 million | N/A |
10Y return | 201.00 % | N/A |
Annual distribution yield (5Y) | 4.86 % | 6.25 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 08/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 544 | 17 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,034.78 | $2,377.18 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | LPGD | |
|---|---|---|
Pros |
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Cons |
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MOAT | LPGD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |