Compare AU
Compare LSGE vs. RCAP
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 Resolution Cap Global Prop Sec (Managed Fund) (RCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $290.50 | $6,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $10,485.53 |
Average age group | N/A | > 35 |
Key Summary
LSGE | RCAP | |
|---|---|---|
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. | RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | Real Estate (100.00 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | |
Management fee | 0.99 % | 0.8 % |
Key Summary
LSGE | RCAP | |
|---|---|---|
Issuer | Loomis Sayles | Resolution Capital |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.8 % |
Price | $3.56 | $1.725 |
Size | $49.795 million | N/A |
10Y return | N/A | 18.57 % |
Annual distribution yield (5Y) | 0.71 % | 1.59 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $290.50 | $6,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $10,485.53 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | RCAP | |
|---|---|---|
Pros |
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Cons |
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LSGE | RCAP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |