Compare AU
Compare MOAT vs. LSGE
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 Morningstar US 'Wide Moat' (MOAT) and the Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 1 |
Median incremental investment | $1,000.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,422.99 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOAT | LSGE | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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. |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.49 % | 0.99 % |
Key Summary
MOAT | LSGE | |
|---|---|---|
Issuer | VanEck | Loomis Sayles |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.99 % |
Price | $134.03 | $3.70 |
Size | $1.007 billion | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 0.71 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 1 |
Median incremental investment | $1,000.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,422.99 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOAT | LSGE | |
|---|---|---|
Pros |
| |
Cons |
|
MOAT | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |