Compare AU
Compare LSGE vs. IBAL
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 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 |
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Cons |
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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 |