Compare AU

Compare ILB vs. LSGE

Compare shares and ETFs on the ASX that you can trade on Pearler.

Bloomberg AusBond Government Inflation

ASX

Buy

Buy

Overview
Performance

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 Bloomberg AusBond Government Inflation (ILB) 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

ILB

LSGE

Popularity

Low

Low

Pearlers invested

8

1

Median incremental investment

$1,363.22

$290.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,260.88

$0

Average age group

> 35

N/A


Key Summary

ILB

LSGE

Strategy

ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities.

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

AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %)

AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %)

AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %)

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

Top 3 industries

Other (99.80 %)

Communication Services (0.20 %)

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.18 %

0.99 %


Key Summary

ILB

LSGE

Issuer

iShares

Loomis Sayles

Tracking index

Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.18 %

0.99 %

Price

$125.32

$3.70

Size

$891.512 million

$54.142 million

10Y return

11.01 %

N/A

Annual distribution yield (5Y)

1.14 %

0.71 %

Market

ASX

ASX

First listed date

14/03/2012

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

ILB

LSGE

Popularity

Low

Low

Pearlers invested

8

1

Median incremental investment

$1,363.22

$290.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,260.88

$0

Average age group

> 35

N/A


Pros and Cons

ILB

LSGE

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

ILB

LSGE

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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