Compare AU
Compare LSGE vs. VDHG
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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 8,575 |
Median incremental investment | $290.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,764.00 |
Average age group | N/A | 26 - 35 |
Key Summary
LSGE | VDHG | |
|---|---|---|
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. | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
Top 3 holdings | Meta Platforms Inc Class A (6.99 %) MercadoLibre Inc (6.15 %) Amazon.com Inc (5.91 %) | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Consumer Discretionary (34.30 %) Information Technology (34.25 %) Communication Services (31.45 %) | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) |
Management fee | 0.99 % | 0.27 % |
Key Summary
LSGE | VDHG | |
|---|---|---|
Issuer | Loomis Sayles | Vanguard |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.27 % |
Price | $3.67 | $69.10 |
Size | $54.362 million | $1.321 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | 5.54 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 8,575 |
Median incremental investment | $290.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,764.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LSGE | VDHG | |
|---|---|---|
Pros |
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Cons |
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LSGE | VDHG |
|---|---|
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 |