Compare AU

Compare BNKS vs. LSGE

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Banks Currency Hedged ETF

ASX

Buy

Buy

Overview
Performance

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 Global Banks Currency Hedged ETF (BNKS) 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

BNKS

LSGE

Popularity

Low

Low

Pearlers invested

15

1

Median incremental investment

$1,020.31

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,927.78

$0

Average age group

> 35

N/A


Key Summary

BNKS

LSGE

Strategy

BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars.

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

BRL - BRAZILIAN REAL (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

CAD - CANADA DOLLAR (0 %)

Meta Platforms Inc Class A (6.99 %)

MercadoLibre Inc (6.15 %)

Amazon.com Inc (5.91 %)

Top 3 industries

Other (84.74 %)

Communication Services (33.49 %)

Financials (12.05 %)

Consumer Discretionary (34.30 %)

Information Technology (34.25 %)

Communication Services (31.45 %)

Top 3 countries

United States (34.16 %)

Canada (15.63 %)

Japan (8.37 %)

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.57 %

0.99 %


Key Summary

BNKS

LSGE

Issuer

BetaShares

Loomis Sayles

Tracking index

Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.57 %

0.99 %

Price

$8.46

$3.63

Size

$67.973 million

$52.993 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.50 %

0.71 %

Market

ASX

ASX

First listed date

01/08/2016

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

BNKS

LSGE

Popularity

Low

Low

Pearlers invested

15

1

Median incremental investment

$1,020.31

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,927.78

$0

Average age group

> 35

N/A


Pros and Cons

BNKS

LSGE

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BNKS

LSGE

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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