Compare AU
Compare IZZ 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 FTSE China 50 (IZZ) 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
IZZ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 1 |
Median incremental investment | $2,600.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,931.20 | $0 |
Average age group | > 35 | N/A |
Key Summary
IZZ | LSGE | |
|---|---|---|
Strategy | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange | 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 | MEITUAN (10.47 %) ALIBABA GROUP HOLDING LTD (8.86 %) TENCENT HOLDINGS LTD (8.29 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Other (58.33 %) Consumer Discretionary (21.66 %) Communication Services (10.44 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | China (100.00 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.74 % | 0.99 % |
Key Summary
IZZ | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | FTSE China 50 Net Tax USD Index | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.74 % | 0.99 % |
Price | $49.14 | $3.70 |
Size | $328.312 million | $54.142 million |
10Y return | 2.23 % | N/A |
Annual distribution yield (5Y) | 1.97 % | 0.71 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IZZ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 1 |
Median incremental investment | $2,600.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,931.20 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IZZ | LSGE | |
|---|---|---|
Pros |
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Cons |
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IZZ | 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 |