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Compare LSGE vs. F100

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 Ftse 100 ETF (F100). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

F100

Popularity

Low

Low

Pearlers invested

1

44

Median incremental investment

$290.50

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$4,648.80

Average age group

N/A

> 35


Key Summary

LSGE

F100

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.

F100.AX was created on 2019-07-12 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to track the price and income performance of the FTSE 100 Index (before fees and expenses). The Index provides exposure to the largest 100 comoanies traded on the London Stock Exchange, based on their market capitalisation.

Top 3 holdings

Meta Platforms Inc Class A (6.99 %)

MercadoLibre Inc (6.15 %)

Amazon.com Inc (5.91 %)

ASTRAZENECA PLC (8.94 %)

SHELL PLC (8.77 %)

HSBC HOLDINGS PLC (6.17 %)

Top 3 industries

Consumer Discretionary (34.30 %)

Information Technology (34.25 %)

Communication Services (31.45 %)

Financials (17.65 %)

Consumer Staples (17.44 %)

Energy (13.29 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

United Kingdom of Great Britain and Northern Ireland (95.85 %)

Switzerland (2.89 %)

United States (0.96 %)

Management fee

0.99 %

0.45 %


Key Summary

LSGE

F100

Issuer

Loomis Sayles

BetaShares

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

FTSE 100 Index

Asset class

ETF

ETF

Management fee

0.99 %

0.45 %

Price

$3.67

$12.48

Size

$54.362 million

$340.912 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.71 %

3.01 %

Market

ASX

ASX

First listed date

30/09/2021

16/07/2019

Purchase fee

$6.50

$6.50


Community Stats

LSGE

F100

Popularity

Low

Low

Pearlers invested

1

44

Median incremental investment

$290.50

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$4,648.80

Average age group

N/A

> 35


Pros and Cons

LSGE

F100

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

LSGE

F100

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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