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Compare IJP 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 MSCI Japan ETF (IJP) 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
IJP | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 106 | 1 |
Median incremental investment | $1,050.96 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,993.85 | $3,175.55 |
Average age group | > 35 | < 26 |
Key Summary
IJP | LSGE | |
|---|---|---|
Strategy | IJP.AX was created on 1996-03-12 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Japan Index, before fees and expenses. The index is designed to measure the performance of Japanese large-, mid- & small- capitalisation companies. | 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 | MITSUBISHI UFJ FINANCIAL GROUP INC (4.06 %) TOYOTA MOTOR CORP (3.66 %) HITACHI LTD (2.86 %) | Alphabet Inc Class A (8.68 %) NVIDIA Corp (6.66 %) Meta Platforms Inc Class A (6.52 %) |
Top 3 industries | Other (99.99 %) Communication Services (0.01 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | Japan (100.00 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.5 % | 0.99 % |
Key Summary
IJP | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | MSCI Japan Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.99 % |
Price | $133.32 | $2.15 |
Size | $1.493 billion | $39.394 million |
10Y return | 117.42 % | N/A |
Annual distribution yield (5Y) | 1.90 % | 35.18 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJP | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 106 | 1 |
Median incremental investment | $1,050.96 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,993.85 | $3,175.55 |
Average age group | > 35 | < 26 |
Pros and Cons
IJP | LSGE | |
|---|---|---|
Pros |
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Cons |
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IJP | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |