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Compare LSGE vs. SYI
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 State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 179 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,403.40 | $1,508.07 |
Average age group | < 26 | 26 - 35 |
Key Summary
LSGE | SYI | |
|---|---|---|
Strategy | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 44.68m in AUM and 46 holdings. 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. | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 565.15m in AUM and 59 holdings. The State Street SPDR MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index. |
Top 3 holdings | Alphabet Inc Class A (7.15 %) Meta Platforms Inc Class A (6.82 %) Tesla Inc (6.12 %) | National Australia Bank Ltd (10.11 %) Westpac Banking Corp (9.83 %) Commonwealth Bank of Australia (9.83 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.99 % | 0.2 % |
Key Summary
LSGE | SYI | |
|---|---|---|
Issuer | Loomis Sayles | SPDR |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.2 % |
Price | $2.38 | $29.57 |
Size | $44.181 million | $577.287 million |
10Y return | N/A | 20.69 % |
Annual distribution yield (5Y) | 35.18 % | 8.27 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 179 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,403.40 | $1,508.07 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
LSGE | SYI | |
|---|---|---|
Pros |
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Cons |
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LSGE | SYI |
|---|---|
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 |