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Compare ETHI vs. LSGE

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

BetaShares Global Sustainability Leaders 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 Sustainability Leaders ETF (ETHI) 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

ETHI

LSGE

Popularity

Medium

Low

Pearlers invested

3,470

1

Median incremental investment

$793.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,178.00

$0

Average age group

26 - 35

N/A


Key Summary

ETHI

LSGE

Strategy

ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as โ€œClimate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.

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

APPLE INC (5.05 %)

NVIDIA CORP (4.92 %)

VISA INC (4.71 %)

Meta Platforms Inc Class A (7.21 %)

Tesla Inc (6.54 %)

Amazon.com Inc (6.31 %)

Top 3 industries

Information Technology (26.88 %)

Financials (21.97 %)

Other (21.23 %)

Consumer Discretionary (34.74 %)

Communication Services (32.83 %)

Information Technology (25.88 %)

Top 3 countries

United States (78.50 %)

Japan (7.27 %)

Netherlands (3.56 %)

United States (78.27 %)

Sweden (3.72 %)

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

Management fee

0.59 %

0.99 %


Key Summary

ETHI

LSGE

Issuer

BetaShares

Loomis Sayles

Tracking index

Nasdaq Future Global Sustainability Leaders Index - AUD

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.59 %

0.99 %

Price

$16.50

$3.82

Size

$3.725 billion

$52.692 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.50 %

0.71 %

Market

ASX

ASX

First listed date

09/01/2017

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

ETHI

LSGE

Popularity

Medium

Low

Pearlers invested

3,470

1

Median incremental investment

$793.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,178.00

$0

Average age group

26 - 35

N/A


Pros and Cons

ETHI

LSGE

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ETHI

LSGE

Higher exposure to US market

Lower 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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