Compare AU
Compare IEU 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 iShares Europe ETF (IEU) 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
IEU | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 1 |
Median incremental investment | $1,015.00 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,315.25 | $886.46 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IEU | LSGE | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets | 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 46.23m 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 | ISHARES EUROPE ETF TRUST (99.98 %) AUD CASH (0.11 %) USD/AUD (0.00 %) | Meta Platforms Inc Class A (7.40 %) MercadoLibre Inc (6.37 %) Amazon.com Inc (5.70 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Communication Services (34.49 %) Consumer Discretionary (33.34 %) Information Technology (24.17 %) |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.73 %) Switzerland (16.15 %) France (15.81 %) | |
Management fee | 0.59 % | 0.99 % |
Key Summary
IEU | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | S&P Europe 350 Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.99 % |
Price | $94.77 | $3.49 |
Size | $911.953 million | $47.790 million |
10Y return | 60.14 % | N/A |
Annual distribution yield (5Y) | 2.41 % | 0.71 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 1 |
Median incremental investment | $1,015.00 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,315.25 | $886.46 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IEU | LSGE | |
|---|---|---|
Pros |
| |
Cons |
|
IEU | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |