Compare AU
Compare ESTX 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 Global X Euro Stoxx 50 ETF (ESTX) 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
ESTX | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 1 |
Median incremental investment | $1,009.51 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,183.04 | $0 |
Average age group | > 35 | N/A |
Key Summary
ESTX | LSGE | |
|---|---|---|
Strategy | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.64m in AUM and 46 holdings. 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 | ASML Holding NV (8.06 %) SAP SE (7.33 %) Lvmh Moet Hennessy Louis Vuitton SE (4.61 %) | Meta Platforms Inc Class A (7.21 %) Tesla Inc (6.54 %) Amazon.com Inc (6.31 %) |
Top 3 industries | Information Technology (34.50 %) Industrials (24.16 %) Consumer Discretionary (11.01 %) | Consumer Discretionary (34.74 %) Communication Services (32.83 %) Information Technology (25.88 %) |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.35 % | 0.99 % |
Key Summary
ESTX | LSGE | |
|---|---|---|
Issuer | ETFS | Loomis Sayles |
Tracking index | Euro STOXX 50 | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.99 % |
Price | $99.47 | $3.88 |
Size | $187.608 million | $55.431 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.24 % | 0.71 % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 1 |
Median incremental investment | $1,009.51 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,183.04 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
ESTX | LSGE | |
|---|---|---|
Pros |
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Cons |
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ESTX | 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 |