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Compare LEVR 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 First Sentier Geared Australian Share Complex ETF (LEVR) 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
LEVR | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $3,056.34 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,836.08 | $2,503.90 |
Average age group | 26 - 35 | < 26 |
Key Summary
LEVR | LSGE | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | 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 (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | Meta Platforms Inc Class A (7.39 %) MercadoLibre Inc (5.99 %) Tesla Inc (5.90 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | 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 | 0 % | 0.99 % |
Key Summary
LEVR | LSGE | |
|---|---|---|
Issuer | First Sentier | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.99 % |
Price | $1.56 | $2.45 |
Size | N/A | $46.611 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 35.18 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $3,056.34 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,836.08 | $2,503.90 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
LEVR | LSGE | |
|---|---|---|
Pros |
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Cons |
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LEVR | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |