Compare AU
Compare ALFA 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, shares and ETFs are a popular choice. Two options in the ASX are ALFA and LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $1,008.50 | $642.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $1,226.82 | $820.42 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | LSGE | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | VanEck Australian Long Short Complex ETF (100 %) | Meta Platforms Inc Class A (7.96 %) MercadoLibre Inc (6.43 %) Amazon.com Inc (5.91 %) |
Top 3 industries | 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 | 0.39 % | 0.99 % |
Key Summary
ALFA | LSGE | |
|---|---|---|
Issuer | VanEck | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.99 % |
Price | $19.32 | $3.23 |
Size | $8.251 million | $50.039 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.71 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $1,008.50 | $642.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $1,226.82 | $820.42 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | LSGE | |
|---|---|---|
Pros |
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Cons |
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ALFA | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |