Compare AU

Compare LSGE vs. FEMX

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 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

120

Median incremental investment

$290.50

$1,002.59

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$2,451.51

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 (8.00 %)

Naspers Ltd Class N (5.58 %)

HDFC Bank Ltd (4.96 %)

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

$3.63

$6.23

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

120

Median incremental investment

$290.50

$1,002.59

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$2,451.51

Average age group

N/A

> 35


Pros and Cons

LSGE

FEMX

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

LSGE

FEMX

Higher exposure to US market

Lower exposure to US market

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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