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Compare LSGE vs. MHOT
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $743.50 | $1,229.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,058.05 | $2,411.40 |
Average age group | < 26 | > 35 |
Key Summary
LSGE | MHOT | |
|---|---|---|
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. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | Alphabet Inc Class A (9.76 %) NVIDIA Corp (7.67 %) Meta Platforms Inc Class A (6.95 %) | Masco Corp (2.79 %) Charles Schwab Corp (2.68 %) LPL Financial Holdings Inc (2.62 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) |
Top 3 countries | United States (63.40 %) China (7.47 %) Brazil (6.67 %) | United States (97.57 %) Netherlands (2.43 %) |
Management fee | 0.99 % | 0.52 % |
Key Summary
LSGE | MHOT | |
|---|---|---|
Issuer | Loomis Sayles | VanEck |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.52 % |
Price | $1.85 | $120.57 |
Size | $36.834 million | $30.528 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 27.43 % | 8.76 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $743.50 | $1,229.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,058.05 | $2,411.40 |
Average age group | < 26 | > 35 |
Pros and Cons
LSGE | MHOT | |
|---|---|---|
Pros |
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Cons |
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LSGE | MHOT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |