Compare AU
Compare LSGE vs. FEMX
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 Fidelity Global Emerging Markets Active ETF (FEMX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | FEMX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 118 |
Median incremental investment | $290.50 | $1,002.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,528.10 |
Average age group | N/A | > 35 |
Key Summary
LSGE | FEMX | |
---|---|---|
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. | FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus. |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | Taiwan Semiconductor Manufacturing Co Ltd (9.66 %) HDFC Bank Ltd (5.59 %) Naspers Ltd Class N (5.49 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | Financials (28.61 %) Information Technology (26.60 %) Consumer Discretionary (20.97 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | India (24.10 %) China (17.96 %) Taiwan (13.38 %) |
Management fee | 0.99 % | 0.99 % |
Key Summary
LSGE | FEMX | |
---|---|---|
Issuer | Loomis Sayles | Fidelity |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI EM (Emerging Markets) |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.99 % |
Price | $3.70 | $6.36 |
Size | $49.795 million | $186.975 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | 1.28 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 05/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | FEMX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 118 |
Median incremental investment | $290.50 | $1,002.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,528.10 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | FEMX | |
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Pros |
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Cons |
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LSGE | FEMX |
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Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |