Compare AU

Compare LSGE vs. CFLO

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 BetaShares Global Cash Flow Kings ETF (CFLO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

CFLO

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$290.50

$1,023.46

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$3,223.63

Average age group

N/A

> 35


Key Summary

LSGE

CFLO

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.

CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings Index.

Top 3 holdings

Meta Platforms Inc Class A (6.99 %)

MercadoLibre Inc (6.15 %)

Amazon.com Inc (5.91 %)

ALPHABET INC (4.80 %)

NVIDIA CORP (4.18 %)

BERKSHIRE HATHAWAY INC (3.98 %)

Top 3 industries

Consumer Discretionary (34.30 %)

Information Technology (34.25 %)

Communication Services (31.45 %)

Information Technology (30.64 %)

Consumer Staples (21.08 %)

Health Care (17.42 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

United States (73.41 %)

Japan (8.36 %)

Switzerland (3.49 %)

Management fee

0.99 %

0.4 %


Key Summary

LSGE

CFLO

Issuer

Loomis Sayles

BetaShares

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.4 %

Price

$3.67

$18.58

Size

$54.362 million

$32.237 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.71 %

0.31 %

Market

ASX

ASX

First listed date

30/09/2021

15/11/2023

Purchase fee

$6.50

$6.50


Community Stats

LSGE

CFLO

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$290.50

$1,023.46

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$3,223.63

Average age group

N/A

> 35


Pros and Cons

LSGE

CFLO

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

LSGE

CFLO

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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