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Compare HQUS 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 S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $4,993.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,062.15 | $3,403.40 |
Average age group | > 35 | < 26 |
Key Summary
HQUS | LSGE | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 44.68m in AUM and 46 holdings. 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 S&P 500 Equal Weight ETF (100.00 %) | Alphabet Inc Class A (7.15 %) Meta Platforms Inc Class A (6.82 %) Tesla Inc (6.12 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.29 % | 0.99 % |
Key Summary
HQUS | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.99 % |
Price | $47.79 | $2.38 |
Size | N/A | $44.181 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.68 % | 35.18 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $4,993.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,062.15 | $3,403.40 |
Average age group | > 35 | < 26 |
Pros and Cons
HQUS | LSGE | |
|---|---|---|
Pros |
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Cons |
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HQUS | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |