Back
Compare AU
Compare LSGE vs. MTUM
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 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 |
| |
Cons |
|
LSGE | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |