Compare AU

Compare LSGE vs. EBND

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, shares and ETFs are a popular choice. Two options in the ASX are LSGE and EBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

EBND

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$290.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$1,747.46

Average age group

N/A

> 35


Key Summary

LSGE

EBND

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.

EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

VanEck Emerging Inc Opportunities Active ETF (Managed Fund) (100 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

Management fee

0.99 %

0.95 %


Key Summary

LSGE

EBND

Issuer

Loomis Sayles

VanEck

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.95 %

Price

$3.63

$10.34

Size

$49.795 million

$170.273 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.71 %

5.17 %

Market

ASX

ASX

First listed date

30/09/2021

13/02/2020

Purchase fee

$6.50

$6.50


Community Stats

LSGE

EBND

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$290.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$1,747.46

Average age group

N/A

> 35


Pros and Cons

LSGE

EBND

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

LSGE

EBND

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

Home