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Compare IOZ 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 Core S&P/ASX 200 ETF (IOZ) 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
IOZ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 958 | 1 |
Median incremental investment | $998.99 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,868.53 | $2,960.10 |
Average age group | > 35 | < 26 |
Key Summary
IOZ | LSGE | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | Alphabet Inc Class A (7.85 %) Meta Platforms Inc Class A (7.53 %) Tesla Inc (5.96 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.05 % | 0.99 % |
Key Summary
IOZ | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | S&P ASX 200 | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.99 % |
Price | $35.18 | $2.10 |
Size | $8.340 billion | $38.118 million |
10Y return | 61.67 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 35.18 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 958 | 1 |
Median incremental investment | $998.99 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,868.53 | $2,960.10 |
Average age group | > 35 | < 26 |
Pros and Cons
IOZ | LSGE | |
|---|---|---|
Pros |
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Cons |
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IOZ | LSGE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |