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Compare INCM 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 Global High Dividend Aristocrat ETF (INCM) 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
INCM | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 1 |
Median incremental investment | $922.13 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,545.39 | $3,148.97 |
Average age group | > 35 | < 26 |
Key Summary
INCM | LSGE | |
|---|---|---|
Strategy | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. | 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 36.9m in AUM and 42 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 | MSCI WORLD INDEX SEP26 (0 %) KRW - KOREAN WON (0 %) MICROSOFT CORP (7.35 %) | Alphabet Inc Class A (8.63 %) NVIDIA Corp (7.31 %) Amazon.com Inc (6.96 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.45 % | 0.99 % |
Key Summary
INCM | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.99 % |
Price | $20.07 | $1.905 |
Size | $103.311 million | $36.547 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.57 % | 27.43 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 1 |
Median incremental investment | $922.13 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,545.39 | $3,148.97 |
Average age group | > 35 | < 26 |
Pros and Cons
INCM | LSGE | |
|---|---|---|
Pros |
| |
Cons |
|
INCM | 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 |