Compare AU
Compare LSGE vs. IHD
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 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 | $1,343.20 |
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 | $3.70 | $14.51 |
Size | $49.795 million | $313.421 million |
10Y return | N/A | 3.05 % |
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 | $1,343.20 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | IHD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |