Compare AU
Compare HGBL 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 Shares ETF - Currency Hedged (HGBL) 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
HGBL | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 1 |
Median incremental investment | $3,998.73 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $15,522.24 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
HGBL | LSGE | |
|---|---|---|
Strategy | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant 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 | Betashares Global Shares ETF (100.00 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.11 % | 0.99 % |
Key Summary
HGBL | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.99 % |
Price | $68.59 | $3.68 |
Size | $1.064 billion | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.43 % | 0.71 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 1 |
Median incremental investment | $3,998.73 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $15,522.24 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
HGBL | LSGE | |
|---|---|---|
Pros |
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Cons |
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HGBL | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |