Compare AU
Compare GPEQ 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 VanEck Global Listed Private Equity ETF (GPEQ) 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
GPEQ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 1 |
Median incremental investment | $795.59 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,998.95 | $0 |
Average age group | > 35 | N/A |
Key Summary
GPEQ | LSGE | |
|---|---|---|
Strategy | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. | 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 | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Financials (100.00 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.65 % | 0.99 % |
Key Summary
GPEQ | LSGE | |
|---|---|---|
Issuer | VanEck | Loomis Sayles |
Tracking index | LPX 50 Index | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.99 % |
Price | $26.13 | $3.73 |
Size | $43.162 million | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.49 % | 0.71 % |
Market | ASX | ASX |
First listed date | 24/11/2021 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GPEQ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 1 |
Median incremental investment | $795.59 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,998.95 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
GPEQ | LSGE | |
|---|---|---|
Pros |
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Cons |
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GPEQ | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |