Compare AU
Compare LSGE vs. WVOL
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 Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $290.50 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $3,654.27 |
Average age group | N/A | > 35 |
Key Summary
LSGE | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.99 % | 0.3 % |
Key Summary
LSGE | WVOL | |
|---|---|---|
Issuer | Loomis Sayles | iShares |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.3 % |
Price | $3.68 | $42.74 |
Size | $49.795 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.71 % | 2.71 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $290.50 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $3,654.27 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | WVOL | |
|---|---|---|
Pros |
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Cons |
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LSGE | WVOL |
|---|---|
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 |