Back
Compare AU
Compare IHHY 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 Global High Yield Bond (Aud Hedged) ETF (IHHY) 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
IHHY | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,993.50 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,973.79 | $2,544.78 |
Average age group | 26 - 35 | < 26 |
Key Summary
IHHY | LSGE | |
|---|---|---|
Strategy | IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to 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 | ISH GLBL HY CP BD UCITS USD DIST (100.67 %) AUD CASH (0.31 %) EUR/AUD (0.02 %) | Meta Platforms Inc Class A (6.46 %) Alphabet Inc Class A (6.19 %) Tesla Inc (5.99 %) |
Top 3 industries | Other (93.76 %) Communication Services (0.00 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (100.00 %) | 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
IHHY | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.99 % |
Price | $94.24 | $2.51 |
Size | $337.950 million | $46.611 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.91 % | 35.18 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHHY | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,993.50 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,973.79 | $2,544.78 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
IHHY | LSGE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IHHY | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |