Compare AU
Compare IPAY 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 Future of Payments ETF (IPAY) 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
IPAY | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $516.50 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,419.00 | $0 |
Average age group | > 35 | N/A |
Key Summary
IPAY | LSGE | |
|---|---|---|
Strategy | IPAY.AX was created on 2021-12-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. IPAY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a | 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 | FISERV INC (6.13 %) AMERICAN EXPRESS CO (6.09 %) MASTERCARD INC (5.72 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Financials (80.85 %) Other (15.00 %) Information Technology (4.15 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (82.97 %) Netherlands (4.72 %) United Kingdom of Great Britain and Northern Ireland (3.47 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.67 % | 0.99 % |
Key Summary
IPAY | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | Nasdaq CTA Global Digital Payments Index - AUD - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.67 % | 0.99 % |
Price | $14.19 | $3.70 |
Size | $3.100 million | $54.142 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 0.71 % |
Market | ASX | ASX |
First listed date | 14/12/2021 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IPAY | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $516.50 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,419.00 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IPAY | LSGE | |
|---|---|---|
Pros |
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Cons |
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IPAY | LSGE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |