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Compare LSGE vs. WRLD
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 Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $993.50 | $779.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,403.40 | $3,172.62 |
Average age group | < 26 | > 35 |
Key Summary
LSGE | WRLD | |
|---|---|---|
Strategy | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 44.68m in AUM and 46 holdings. 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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Alphabet Inc Class A (7.15 %) Meta Platforms Inc Class A (6.82 %) Tesla Inc (6.12 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.32 %) APPLE INC (4.63 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.99 % | 0.54 % |
Key Summary
LSGE | WRLD | |
|---|---|---|
Issuer | Loomis Sayles | BetaShares |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.54 % |
Price | $2.38 | $22.99 |
Size | $44.181 million | $49.335 million |
10Y return | N/A | 132.46 % |
Annual distribution yield (5Y) | 35.18 % | 1.59 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $993.50 | $779.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,403.40 | $3,172.62 |
Average age group | < 26 | > 35 |
Pros and Cons
LSGE | WRLD | |
|---|---|---|
Pros |
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Cons |
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LSGE | WRLD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |