Compare AU
Compare OZF 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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF) 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
OZF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $523.50 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,013.95 | $0 |
Average age group | > 35 | N/A |
Key Summary
OZF | LSGE | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT 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 | Commonwealth Bank of Australia (31.02 %) National Australia Bank Ltd (13.89 %) Westpac Banking Corp (13.22 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Financials (100.00 %) Other (4.52 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.4 % | 0.99 % |
Key Summary
OZF | LSGE | |
|---|---|---|
Issuer | SPDR | Loomis Sayles |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.99 % |
Price | $28.97 | $3.70 |
Size | $44.595 million | $49.795 million |
10Y return | 39.08 % | N/A |
Annual distribution yield (5Y) | 5.17 % | 0.71 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $523.50 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,013.95 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
OZF | LSGE | |
|---|---|---|
Pros |
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Cons |
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OZF | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |