Compare AU
Compare HEUR 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 Europe ETF-Currency Hedged (HEUR) 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
HEUR | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $1,226.66 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,257.29 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
HEUR | LSGE | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | 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 | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.56 % | 0.99 % |
Key Summary
HEUR | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.99 % |
Price | $14.51 | $3.68 |
Size | $53.415 million | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 0.71 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $1,226.66 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,257.29 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
HEUR | LSGE | |
|---|---|---|
Pros |
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Cons |
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HEUR | 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 |