Compare AU
Compare LSGE vs. AYLD
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 Global X S&P/ASX 200 Covered Call ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $290.50 | $1,065.75 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $1,875.88 |
Average age group | N/A | > 35 |
Key Summary
LSGE | AYLD | |
|---|---|---|
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. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | Financials (54.40 %) Materials (17.61 %) Health Care (11.17 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) |
Management fee | 0.99 % | 0.6 % |
Key Summary
LSGE | AYLD | |
|---|---|---|
Issuer | Loomis Sayles | Global X |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.6 % |
Price | $3.70 | $10.75 |
Size | $54.142 million | $51.043 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | 3.17 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $290.50 | $1,065.75 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $1,875.88 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | AYLD | |
|---|---|---|
Pros |
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Cons |
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LSGE | AYLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |