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Compare ALPH 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 Schroder Global Equity Alpha Fund - Active ETF (ALPH) 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
ALPH | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $1,309.00 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,231.65 | $3,060.20 |
Average age group | 26 - 35 | < 26 |
Key Summary
ALPH | LSGE | |
|---|---|---|
Strategy | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. 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 | NVIDIA Corp (6.06 %) Alphabet Inc Class A (5.29 %) Microsoft Corp (4.01 %) | Alphabet Inc Class A (7.54 %) Meta Platforms Inc Class A (6.78 %) NVIDIA Corp (6.23 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0 % | 0.99 % |
Key Summary
ALPH | LSGE | |
|---|---|---|
Issuer | Schroder | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.99 % |
Price | $10.71 | $2.14 |
Size | N/A | $37.233 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 35.18 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $1,309.00 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,231.65 | $3,060.20 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
ALPH | LSGE | |
|---|---|---|
Pros |
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Cons |
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ALPH | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |