Compare AU
Compare LSGE vs. QHAL
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $290.50 | $865.79 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $5,058.33 |
Average age group | N/A | > 35 |
Key Summary
LSGE | QHAL | |
|---|---|---|
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. | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index. |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | MSCI Global 'Quality' (ex-AUS hedged) (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 %) | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) |
Management fee | 0.99 % | 0.43 % |
Key Summary
LSGE | QHAL | |
|---|---|---|
Issuer | Loomis Sayles | VanEck |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.43 % |
Price | $3.70 | $49.11 |
Size | $49.795 million | $1.531 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.71 % | 1.82 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $290.50 | $865.79 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $5,058.33 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | QHAL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
LSGE | QHAL |
|---|---|
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 |