Compare AU

Compare LSGE vs. QUAL

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

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

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