Compare AU

Compare LSGE vs. VTS

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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