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Compare LSGE vs. MTUM

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, 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 Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

MTUM

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$743.50

$813.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,514.12

$1,722.60

Average age group

< 26

> 35

Key Summary

LSGE

MTUM

Strategy

LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 44.23m in AUM and 46 holdings. 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.

N/A

Top 3 holdings

Meta Platforms Inc Class A (6.46 %)

Alphabet Inc Class A (6.19 %)

Tesla Inc (5.99 %)

SPI 200 FUTURES DEC25 (0 %)

TELSTRA GROUP LTD (9.88 %)

WESTPAC BANKING CORP (7.75 %)

Top 3 industries

Information Technology (35.20 %)

Communication Services (33.86 %)

Consumer Discretionary (30.94 %)

Financials (34.83 %)

Consumer Discretionary (16.53 %)

Industrials (14.39 %)

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 %

Key Summary

LSGE

MTUM

Issuer

Loomis Sayles

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

Stock

Management fee

0.99 %

0 %

Price

$2.46

$28.71

Size

$44.188 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

35.18 %

0.91 %

Market

ASX

ASX

First listed date

30/09/2021

23/07/2024

Purchase fee

$6.50

$6.50

Community Stats

LSGE

MTUM

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$743.50

$813.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,514.12

$1,722.60

Average age group

< 26

> 35

Pros and Cons

LSGE

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

LSGE

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield