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Compare ATEC 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 Betashares S&P/ASX Australian Technology ETF (ATEC) 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
ATEC | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 439 | 1 |
Median incremental investment | $1,010.33 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,096.22 | $3,272.94 |
Average age group | > 35 | < 26 |
Key Summary
ATEC | LSGE | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | 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 | COMPUTERSHARE LTD (10.38 %) XERO LTD (8.23 %) PRO MEDICUS LTD (7.76 %) | Alphabet Inc Class A (7.85 %) NVIDIA Corp (7.71 %) Amazon.com Inc (6.37 %) |
Top 3 industries | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | Australia (91.74 %) United States (7.16 %) New Zealand (0.73 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.48 % | 0.99 % |
Key Summary
ATEC | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | S&P/ASX All Technology Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.99 % |
Price | $21.39 | $1.98 |
Size | $548.946 million | $20.757 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.31 % | 27.43 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 439 | 1 |
Median incremental investment | $1,010.33 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,096.22 | $3,272.94 |
Average age group | > 35 | < 26 |
Pros and Cons
ATEC | LSGE | |
|---|---|---|
Pros |
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Cons |
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ATEC | LSGE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |