Compare AU

Compare LSGE vs. IBAL

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 iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

IBAL

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$290.50

$993.50

Median investment frequency

Fortnightly

Weekly

Median total investment

$0

$978.78

Average age group

N/A

> 35


Key Summary

LSGE

IBAL

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.

IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation .

Top 3 holdings

Meta Platforms Inc Class A (6.99 %)

MercadoLibre Inc (6.15 %)

Amazon.com Inc (5.91 %)

iShares Core MSCI Wld Ex Aus ESG ETF (21.32 %)

iShares Core MSCI Australia ESG ETF (19.35 %)

iShares Treasury ETF (19.09 %)

Top 3 industries

Consumer Discretionary (34.30 %)

Information Technology (34.25 %)

Communication Services (31.45 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.99 %

0.22 %


Key Summary

LSGE

IBAL

Issuer

Loomis Sayles

iShares

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.22 %

Price

$3.67

$29.66

Size

$54.362 million

$12.878 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.71 %

1.30 %

Market

ASX

ASX

First listed date

30/09/2021

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

LSGE

IBAL

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$290.50

$993.50

Median investment frequency

Fortnightly

Weekly

Median total investment

$0

$978.78

Average age group

N/A

> 35


Pros and Cons

LSGE

IBAL

Pros

  • Higher exposure to US market

  • 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

LSGE

IBAL

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

Lower distribution yield

Higher distribution yield

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