Compare AU
Compare LSGE vs. BEAR
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 S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $290.50 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,270.32 |
Average age group | N/A | 26 - 35 |
Key Summary
LSGE | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.99 % | 1.38 % |
Key Summary
LSGE | BEAR | |
|---|---|---|
Issuer | Loomis Sayles | BetaShares |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 1.38 % |
Price | $3.70 | $7.67 |
Size | $49.795 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 0.71 % | 0.28 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $290.50 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,270.32 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LSGE | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
LSGE | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |