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Compare DAOR vs. LSGE

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

Aoris Int Fund (Class D) (Hedged) (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DAOR and LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DAOR

LSGE

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$3,993.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$9,506.07

$0

Average age group

> 35

N/A


Key Summary

DAOR

LSGE

Strategy

DAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed.

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

Aoris Int Fund (Class D) (Hedged) (Managed Fund) (100 %)

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

Management fee

1.15 %

0.99 %


Key Summary

DAOR

LSGE

Issuer

AORIS

Loomis Sayles

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.15 %

0.99 %

Price

$1.90

$3.68

Size

N/A

$49.795 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

0.71 %

Market

ASX

ASX

First listed date

30/04/2023

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

DAOR

LSGE

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$3,993.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$9,506.07

$0

Average age group

> 35

N/A


Pros and Cons

DAOR

LSGE

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

DAOR

LSGE

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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