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Compare LHGG 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 Lakehouse Global Growth Fund Active ETF (LHGG) 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
LHGG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 1 |
Median incremental investment | $1,541.76 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,982.31 | $3,031.60 |
Average age group | > 35 | < 26 |
Key Summary
LHGG | LSGE | |
|---|---|---|
Strategy | LHGG.AX was created on 2017-12-01 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide long-term capital growth and to outperform the MSCI All Country World Index Net Total Returns in AUD over rolling five-year periods (after fees and expenses but before 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 | MercadoLibre Inc (13.97 %) Sansan Inc (7.25 %) Adyen NV (6.61 %) | Alphabet Inc Class A (7.85 %) Meta Platforms Inc Class A (7.53 %) Tesla Inc (5.96 %) |
Top 3 industries | Consumer Discretionary (29.58 %) Information Technology (20.26 %) Communication Services (17.49 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (54.80 %) Canada (12.71 %) Brazil (12.45 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0 % | 0.99 % |
Key Summary
LHGG | LSGE | |
|---|---|---|
Issuer | Global X | Loomis Sayles |
Tracking index | MSCI All Country World Index - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0 % | 0.99 % |
Price | $1.655 | $2.12 |
Size | N/A | $38.118 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 10.81 % | 35.18 % |
Market | ASX | ASX |
First listed date | 06/04/2025 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LHGG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 1 |
Median incremental investment | $1,541.76 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,982.31 | $3,031.60 |
Average age group | > 35 | < 26 |
Pros and Cons
LHGG | LSGE | |
|---|---|---|
Pros |
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Cons |
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LHGG | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |