Compare AU
Compare LSGE vs. ISLM
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 Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $290.50 | $503.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $1,155.31 |
Average age group | N/A | 26 - 35 |
Key Summary
LSGE | ISLM | |
|---|---|---|
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. | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %) Pop Mart International Group Ltd Ordinary Shares (7.58 %) Air Products & Chemicals Inc (5.53 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | Consumer Discretionary (21.57 %) Materials (19.16 %) Information Technology (19.15 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
Management fee | 0.99 % | 1.89 % |
Key Summary
LSGE | ISLM | |
|---|---|---|
Issuer | Loomis Sayles | Hejaz |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI World Islamic |
Asset class | ETF | ETF |
Management fee | 0.99 % | 1.89 % |
Price | $3.68 | $1.135 |
Size | $49.795 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | - % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $290.50 | $503.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $1,155.31 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LSGE | ISLM | |
|---|---|---|
Pros |
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Cons |
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LSGE | ISLM |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |