Back
Compare AU
Compare LSGE vs. VLC
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 MSCI Australian Large Companies Index ETF (VLC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | VLC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $743.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,173.76 | $3,669.50 |
Average age group | < 26 | > 35 |
Key Summary
LSGE | VLC | |
|---|---|---|
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. | VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index. |
Top 3 holdings | Alphabet Inc Class A (7.85 %) NVIDIA Corp (7.71 %) Amazon.com Inc (6.37 %) | BHP Group Ltd. (17.50 %) Commonwealth Bank of Australia (13.40 %) CSL Ltd. (9.73 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Financials (36.62 %) Materials (25.30 %) Health Care (9.73 %) |
Top 3 countries | United States (63.40 %) China (7.47 %) Brazil (6.67 %) | Australia (100.00 %) |
Management fee | 0.99 % | 0.2 % |
Key Summary
LSGE | VLC | |
|---|---|---|
Issuer | Loomis Sayles | Vanguard |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI Australian Shares Large Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.2 % |
Price | $1.92 | $89.50 |
Size | $34.658 million | $304.557 million |
10Y return | N/A | 55.90 % |
Annual distribution yield (5Y) | 27.43 % | 5.30 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | VLC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $743.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,173.76 | $3,669.50 |
Average age group | < 26 | > 35 |
Pros and Cons
LSGE | VLC | |
|---|---|---|
Pros |
|
|
Cons |
|
|
LSGE | VLC |
|---|---|
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 |