Compare AU

Compare LSGE vs. BOND

Compare shares and ETFs on the ASX that you can trade on Pearler.

Loomis Sayles Global Equity Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

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 SPDR S&P/ASX Australian Bond Fund (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

BOND

Popularity

Low

Low

Pearlers invested

1

12

Median incremental investment

$290.50

$520.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$864.57

Average age group

N/A

26 - 35


Key Summary

LSGE

BOND

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.

BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index.

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

Australia (Commonwealth of) 1% (2.07 %)

Australia (Commonwealth of) 4.5% (2.06 %)

Australia (Commonwealth of) 0.5% (2.00 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

Management fee

0.99 %

0.24 %


Key Summary

LSGE

BOND

Issuer

Loomis Sayles

SPDR

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

S&P/ASX Australian Fixed Interest Index - AUD

Asset class

ETF

ETF

Management fee

0.99 %

0.24 %

Price

$3.47

$25.06

Size

$49.795 million

$38.715 million

10Y return

N/A

-3.21 %

Annual distribution yield (5Y)

0.71 %

1.19 %

Market

ASX

ASX

First listed date

30/09/2021

27/07/2012

Purchase fee

$6.50

$6.50


Community Stats

LSGE

BOND

Popularity

Low

Low

Pearlers invested

1

12

Median incremental investment

$290.50

$520.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$864.57

Average age group

N/A

26 - 35


Pros and Cons

LSGE

BOND

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

LSGE

BOND

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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