Compare AU
Compare LSGE vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $290.50 | $520.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $1,157.60 |
Average age group | N/A | > 35 |
Key Summary
LSGE | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 52.53m in AUM and 31 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Meta Platforms Inc Class A (7.21 %) Tesla Inc (6.54 %) Amazon.com Inc (6.31 %) | Commonwealth Bank of Australia (30.89 %) National Australia Bank Ltd (14.07 %) Westpac Banking Corp (13.25 %) |
Top 3 industries | Consumer Discretionary (34.74 %) Communication Services (32.83 %) Information Technology (25.88 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.99 % | 0.4 % |
Key Summary
LSGE | OZF | |
|---|---|---|
Issuer | Loomis Sayles | SPDR |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.4 % |
Price | $3.80 | $28.84 |
Size | $52.692 million | $53.198 million |
10Y return | N/A | 26.05 % |
Annual distribution yield (5Y) | 0.71 % | 5.11 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $290.50 | $520.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $1,157.60 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | OZF | |
|---|---|---|
Pros |
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Cons |
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LSGE | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |