Compare AU
Compare LSGE vs. UTIP
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 BetaShares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $290.50 | $4,023.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $0 | $15,791.73 |
Average age group | N/A | > 35 |
Key Summary
LSGE | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Meta Platforms Inc Class A (7.21 %) Tesla Inc (6.54 %) Amazon.com Inc (6.31 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.89 %) |
Top 3 industries | Consumer Discretionary (34.74 %) Communication Services (32.83 %) Information Technology (25.88 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.99 % | 0.22 % |
Key Summary
LSGE | UTIP | |
|---|---|---|
Issuer | Loomis Sayles | BetaShares |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.22 % |
Price | $3.80 | $25.54 |
Size | $52.692 million | $184.219 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | 0.49 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $290.50 | $4,023.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $0 | $15,791.73 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | UTIP | |
|---|---|---|
Pros |
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Cons |
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LSGE | UTIP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |