Compare AU
Compare MVA 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 Aussie Large-Cap Property (MVA) 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
MVA | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 1 |
Median incremental investment | $600.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,293.48 | $0 |
Average age group | > 35 | N/A |
Key Summary
MVA | LSGE | |
|---|---|---|
Strategy | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. | 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 | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Real Estate (100.00 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | Australia (100.00 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.35 % | 0.99 % |
Key Summary
MVA | LSGE | |
|---|---|---|
Issuer | VanEck | Loomis Sayles |
Tracking index | MVIS Australia A-REITs Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.99 % |
Price | $23.05 | $3.68 |
Size | $613.352 million | $49.795 million |
10Y return | 33.78 % | N/A |
Annual distribution yield (5Y) | 4.91 % | 0.71 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVA | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 1 |
Median incremental investment | $600.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,293.48 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MVA | LSGE | |
|---|---|---|
Pros |
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Cons |
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MVA | LSGE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |