Compare AU
Compare AESG vs. LSGE
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 Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AESG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,993.50 | $642.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $14,633.12 | $863.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
AESG | LSGE | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 46.23m in AUM and 46 holdings. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | iShares Global Aggt Bd ESG ETF AUD H Dis (99.96 %) | Meta Platforms Inc Class A (7.40 %) MercadoLibre Inc (6.37 %) Amazon.com Inc (5.70 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Communication Services (34.49 %) Consumer Discretionary (33.34 %) Information Technology (24.17 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.19 % | 0.99 % |
Key Summary
AESG | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.99 % |
Price | $97.28 | $3.43 |
Size | $361.660 million | $47.790 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.11 % | 0.71 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,993.50 | $642.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $14,633.12 | $863.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AESG | LSGE | |
|---|---|---|
Pros |
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Cons |
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AESG | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |