Compare AU

Compare LSGE vs. HETH

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 Global Sustainability Leaders ETF - Ch (HETH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

HETH

Popularity

Low

Low

Pearlers invested

1

31

Median incremental investment

$290.50

$1,993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$4,107.20

Average age group

N/A

> 35


Key Summary

LSGE

HETH

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.

HETH.AX was created on 2020-07-20 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to track the performance of an index (before fees and expenses) that provides exposure to 200 large global stocks (excluding Australia).

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

NVIDIA CORP (5.40 %)

APPLE INC (5.28 %)

VISA INC (3.73 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Information Technology (27.64 %)

Other (23.81 %)

Financials (18.23 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

United States (77.55 %)

Japan (7.54 %)

Netherlands (3.82 %)

Management fee

0.99 %

0.62 %


Key Summary

LSGE

HETH

Issuer

Loomis Sayles

BetaShares

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Nasdaq Future Global Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

0.99 %

0.62 %

Price

$3.70

$15.10

Size

$54.142 million

$577.142 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.71 %

2.53 %

Market

ASX

ASX

First listed date

30/09/2021

21/07/2020

Purchase fee

$6.50

$6.50


Community Stats

LSGE

HETH

Popularity

Low

Low

Pearlers invested

1

31

Median incremental investment

$290.50

$1,993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$4,107.20

Average age group

N/A

> 35


Pros and Cons

LSGE

HETH

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

HETH

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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