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Compare LSGE vs. ADEF
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $3,088.80 | $0 |
Average age group | < 26 | N/A |
Key Summary
LSGE | ADEF | |
|---|---|---|
Strategy | 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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Alphabet Inc Class A (7.15 %) Meta Platforms Inc Class A (6.82 %) Tesla Inc (6.12 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | United States (63.40 %) China (7.47 %) Brazil (6.67 %) | |
Management fee | 0.99 % | 0 % |
Key Summary
LSGE | ADEF | |
|---|---|---|
Issuer | Loomis Sayles | Apostle |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0 % |
Price | $2.16 | $5.92 |
Size | $38.804 million | $16.510 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 35.18 % | 0.32 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $3,088.80 | $0 |
Average age group | < 26 | N/A |
Pros and Cons
LSGE | ADEF | |
|---|---|---|
Pros |
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Cons |
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LSGE | ADEF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |