Compare AU
Compare LSGE vs. ERTH
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 BetaShares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 370 |
Median incremental investment | $290.50 | $602.01 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $926.17 |
Average age group | N/A | 26 - 35 |
Key Summary
LSGE | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | Meta Platforms Inc Class A (6.99 %) MercadoLibre Inc (6.15 %) Amazon.com Inc (5.91 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Consumer Discretionary (34.30 %) Information Technology (34.25 %) Communication Services (31.45 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.99 % | 0.55 % |
Key Summary
LSGE | ERTH | |
|---|---|---|
Issuer | Loomis Sayles | BetaShares |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.55 % |
Price | $3.67 | $9.17 |
Size | $54.362 million | $96.548 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | 0.58 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 370 |
Median incremental investment | $290.50 | $602.01 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $926.17 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LSGE | ERTH | |
|---|---|---|
Pros |
|
|
Cons |
|
|
LSGE | ERTH |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |