Compare AU
Compare LSGE vs. IPAY
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 BetaShares Future of Payments ETF (IPAY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | IPAY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $290.50 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $956.08 |
Average age group | N/A | > 35 |
Key Summary
LSGE | IPAY | |
|---|---|---|
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. | IPAY.AX was created on 2021-12-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. IPAY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a |
Top 3 holdings | Meta Platforms Inc Class A (6.99 %) MercadoLibre Inc (6.15 %) Amazon.com Inc (5.91 %) | FISERV INC (6.13 %) AMERICAN EXPRESS CO (6.09 %) MASTERCARD INC (5.72 %) |
Top 3 industries | Consumer Discretionary (34.30 %) Information Technology (34.25 %) Communication Services (31.45 %) | Financials (80.85 %) Other (15.00 %) Information Technology (4.15 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (82.97 %) Netherlands (4.72 %) United Kingdom of Great Britain and Northern Ireland (3.47 %) |
Management fee | 0.99 % | 0.67 % |
Key Summary
LSGE | IPAY | |
|---|---|---|
Issuer | Loomis Sayles | BetaShares |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | Nasdaq CTA Global Digital Payments Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.67 % |
Price | $3.67 | $14.06 |
Size | $54.362 million | $3.126 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | - % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 14/12/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | IPAY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $290.50 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $956.08 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | IPAY | |
|---|---|---|
Pros |
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Cons |
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LSGE | IPAY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |