Compare AU
Compare LSGE vs. QUAL
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 MSCI International Quality ETF (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,285 |
Median incremental investment | $290.50 | $860.98 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $3,466.25 |
Average age group | N/A | > 35 |
Key Summary
LSGE | QUAL | |
|---|---|---|
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. | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
Top 3 holdings | Meta Platforms Inc Class A (6.99 %) MercadoLibre Inc (6.15 %) Amazon.com Inc (5.91 %) | Apple Inc (5.75 %) Meta Platforms Inc Class A (5.24 %) Microsoft Corp (5.19 %) |
Top 3 industries | Consumer Discretionary (34.30 %) Information Technology (34.25 %) Communication Services (31.45 %) | Information Technology (42.68 %) Communication Services (22.59 %) Health Care (19.76 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) |
Management fee | 0.99 % | 0.4 % |
Key Summary
LSGE | QUAL | |
|---|---|---|
Issuer | Loomis Sayles | VanEck |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI World ex Australia Quality Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.4 % |
Price | $3.67 | $58.75 |
Size | $54.362 million | $7.019 billion |
10Y return | N/A | 244.78 % |
Annual distribution yield (5Y) | 0.71 % | 1.85 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,285 |
Median incremental investment | $290.50 | $860.98 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $3,466.25 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | QUAL | |
|---|---|---|
Pros |
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Cons |
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LSGE | QUAL |
|---|---|
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 |