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Compare LSGE vs. BOND
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 SPDR S&P/ASX Iboxx Australian Bond ETF (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 | $743.50 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,452.80 | $841.17 |
Average age group | < 26 | 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. The ETF currently has 44.23m in AUM and 46 holdings. 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 ETF currently has 44.4m in AUM and 212 holdings. The SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. |
Top 3 holdings | Alphabet Inc Class A (7.38 %) Meta Platforms Inc Class A (6.76 %) Tesla Inc (5.91 %) | Australia (Commonwealth of) 4.25% (1.56 %) Australia (Commonwealth of) 4.25% (1.56 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.99 % | 0.1 % |
Key Summary
LSGE | BOND | |
|---|---|---|
Issuer | Loomis Sayles | SPDR |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.1 % |
Price | $2.40 | $25.49 |
Size | $44.662 million | $44.406 million |
10Y return | N/A | -1.58 % |
Annual distribution yield (5Y) | 35.18 % | 1.40 % |
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 | $743.50 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,452.80 | $841.17 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
LSGE | BOND | |
|---|---|---|
Pros |
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Cons |
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LSGE | BOND |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |