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Compare L1IF 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 L1 Capital International (Unhedged) Active ETF (L1IF) 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
L1IF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $10,065.14 | $743.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $17,862.95 | $2,534.56 |
Average age group | 26 - 35 | < 26 |
Key Summary
L1IF | LSGE | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 | HCA Healthcare Inc (8.48 %) AerCap Holdings NV (8.30 %) Microsoft Corp (7.47 %) | Meta Platforms Inc Class A (6.46 %) Alphabet Inc Class A (6.19 %) Tesla Inc (5.99 %) |
Top 3 industries | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 1.2 % | 0.99 % |
Key Summary
L1IF | LSGE | |
|---|---|---|
Issuer | L1 Capital | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.99 % |
Price | $6.99 | $2.48 |
Size | N/A | $46.611 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.46 % | 35.18 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $10,065.14 | $743.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $17,862.95 | $2,534.56 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
L1IF | LSGE | |
|---|---|---|
Pros |
| |
Cons |
|
L1IF | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |