Compare AU
Compare IOO 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 Global 100 Large-Caps (IOO) 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
IOO | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 882 | 1 |
Median incremental investment | $1,002.61 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,523.30 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
IOO | LSGE | |
|---|---|---|
Strategy | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. | 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 | Microsoft Corporation (12.34 %) Apple, Inc. (10.21 %) NVIDIA Corporation (9.04 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (99.99 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.4 % | 0.99 % |
Key Summary
IOO | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | S&P Global 100 Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.99 % |
Price | $160.15 | $3.70 |
Size | $4.364 billion | $54.142 million |
10Y return | 247.28 % | N/A |
Annual distribution yield (5Y) | 1.61 % | 0.71 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOO | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 882 | 1 |
Median incremental investment | $1,002.61 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,523.30 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
IOO | LSGE | |
|---|---|---|
Pros |
| |
Cons |
|
IOO | 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 |