Compare AU
Compare EINC 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 EINC and LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EINC | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $765.45 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,272.46 | $0 |
Average age group | > 35 | N/A |
Key Summary
EINC | LSGE | |
|---|---|---|
Strategy | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation | 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 | BetaShares Mrtn Currie Eqy Inc Fund (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 | Australia (97.66 %) New Zealand (2.34 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.85 % | 0.99 % |
Key Summary
EINC | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.99 % |
Price | $8.81 | $3.73 |
Size | $22.700 million | $49.795 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.87 % | 0.71 % |
Market | ASX | ASX |
First listed date | 19/02/2018 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EINC | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $765.45 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,272.46 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
EINC | LSGE | |
|---|---|---|
Pros |
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Cons |
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EINC | 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 |
Higher distribution yield | Lower distribution yield |