Compare AU

Compare LSGE vs. JGLO

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, shares and ETFs are a popular choice. Two options in the ASX are LSGE and JGLO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

JGLO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$290.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$0

$0

Average age group

N/A

N/A


Key Summary

LSGE

JGLO

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.

JGLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation.

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

Jpmorgan Global Select Equity Active ETF (100 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

Management fee

0.99 %

0.55 %


Key Summary

LSGE

JGLO

Issuer

Loomis Sayles

JPMorgan

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.55 %

Price

$3.70

$57.50

Size

$54.142 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.71 %

- %

Market

ASX

ASX

First listed date

30/09/2021

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

LSGE

JGLO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$290.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$0

$0

Average age group

N/A

N/A


Pros and Cons

LSGE

JGLO

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

LSGE

JGLO

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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