Compare AU

Compare LSGE vs. HVST

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 Australian Dividend Harvester Fund (Managed Fund) (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

HVST

Popularity

Low

Low

Pearlers invested

1

52

Median incremental investment

$290.50

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$3,228.71

Average age group

N/A

> 35


Key Summary

LSGE

HVST

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.

HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 226.57m in AUM and 54 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis.

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

BETASHARES AUSTRALIA 200 ETF (24.70 %)

COMMONWEALTH BANK OF AUSTRALIA (10.55 %)

BETASHARES AUSTRALIAN RESOURCE (9.04 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Other (47.20 %)

Financials (16.27 %)

Health Care (6.88 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

Australia (97.05 %)

United States (2.00 %)

United Kingdom of Great Britain and Northern Ireland (0.56 %)

Management fee

0.99 %

0.65 %


Key Summary

LSGE

HVST

Issuer

Loomis Sayles

BetaShares

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.65 %

Price

$3.63

$13.71

Size

$49.795 million

$233.803 million

10Y return

N/A

-45.38 %

Annual distribution yield (5Y)

0.71 %

9.09 %

Market

ASX

ASX

First listed date

30/09/2021

03/11/2014

Purchase fee

$6.50

$6.50


Community Stats

LSGE

HVST

Popularity

Low

Low

Pearlers invested

1

52

Median incremental investment

$290.50

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$3,228.71

Average age group

N/A

> 35


Pros and Cons

LSGE

HVST

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

LSGE

HVST

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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