Compare AU

Compare ESTX vs. LSGE

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

Global X Euro Stoxx 50 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 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

  • 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

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

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