Compare AU

Compare LSGE vs. IHD

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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

IHD

Popularity

Low

Low

Pearlers invested

1

27

Median incremental investment

$290.50

$644.56

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$1,355.16

Average age group

N/A

> 35


Key Summary

LSGE

IHD

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.

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

Australia (99.25 %)

New Zealand (0.75 %)

Management fee

0.99 %

0.23 %


Key Summary

LSGE

IHD

Issuer

Loomis Sayles

iShares

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

0.99 %

0.23 %

Price

$3.68

$14.68

Size

$49.795 million

$313.421 million

10Y return

N/A

3.97 %

Annual distribution yield (5Y)

0.71 %

7.42 %

Market

ASX

ASX

First listed date

30/09/2021

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

LSGE

IHD

Popularity

Low

Low

Pearlers invested

1

27

Median incremental investment

$290.50

$644.56

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$1,355.16

Average age group

N/A

> 35


Pros and Cons

LSGE

IHD

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

LSGE

IHD

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 price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home