Compare AU

Compare LSGE vs. VBND

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 Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

VBND

Popularity

Low

Low

Pearlers invested

1

124

Median incremental investment

$290.50

$1,025.69

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$2,455.14

Average age group

N/A

> 35


Key Summary

LSGE

VBND

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.

VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %)

United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %)

Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.99 %

0.2 %


Key Summary

LSGE

VBND

Issuer

Loomis Sayles

Vanguard

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD

Asset class

ETF

ETF

Management fee

0.99 %

0.2 %

Price

$3.63

$42.33

Size

$49.795 million

$4.185 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.71 %

3.65 %

Market

ASX

ASX

First listed date

30/09/2021

12/10/2017

Purchase fee

$6.50

$6.50


Community Stats

LSGE

VBND

Popularity

Low

Low

Pearlers invested

1

124

Median incremental investment

$290.50

$1,025.69

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$2,455.14

Average age group

N/A

> 35


Pros and Cons

LSGE

VBND

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

LSGE

VBND

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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