Compare AU
Compare LSGE vs. VTS
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 US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 2,894 |
Median incremental investment | $290.50 | $1,270.59 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $5,193.65 |
Average age group | N/A | > 35 |
Key Summary
LSGE | VTS | |
|---|---|---|
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 U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | Meta Platforms Inc Class A (6.99 %) MercadoLibre Inc (6.15 %) Amazon.com Inc (5.91 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Consumer Discretionary (34.30 %) Information Technology (34.25 %) Communication Services (31.45 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) |
Management fee | 0.99 % | 0.03 % |
Key Summary
LSGE | VTS | |
|---|---|---|
Issuer | Loomis Sayles | Vanguard |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | CRSP U.S. Total Market Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.03 % |
Price | $3.67 | $472.15 |
Size | $54.362 million | $30.252 million |
10Y return | N/A | 257.20 % |
Annual distribution yield (5Y) | 0.71 % | 1.34 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 2,894 |
Median incremental investment | $290.50 | $1,270.59 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $5,193.65 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | VTS | |
|---|---|---|
Pros |
| |
Cons |
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LSGE | VTS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |