Back
Compare AU
Compare ETHI 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 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 | 3,930 | 1 |
Median incremental investment | $790.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,053.35 | $3,017.30 |
Average age group | 26 - 35 | < 26 |
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 “Climate 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 | KRW - KOREAN WON (0 %) BROADCOM INC (7.91 %) NVIDIA CORP (6.31 %) | Alphabet Inc Class A (7.54 %) Meta Platforms Inc Class A (6.78 %) NVIDIA Corp (6.23 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
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 | $15.25 | $2.14 |
Size | $3.406 billion | $37.233 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.51 % | 35.18 % |
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 | 3,930 | 1 |
Median incremental investment | $790.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,053.35 | $3,017.30 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
ETHI | LSGE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ETHI | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |