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Compare QLTY 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 Betashares Global Quality Leaders ETF (QLTY) 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
QLTY | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 140 | 1 |
Median incremental investment | $1,132.78 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,414.45 | $3,003.00 |
Average age group | > 35 | < 26 |
Key Summary
QLTY | LSGE | |
|---|---|---|
Strategy | QLTY.AX was created on 2018-11-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. QLTY.AX aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score | 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 | NZD - NEW ZEALAND DOLLAR (0 %) APPLIED MATERIALS INC (2.54 %) LAM RESEARCH CORP (2.53 %) | Alphabet Inc Class A (7.85 %) Meta Platforms Inc Class A (7.53 %) Tesla Inc (5.96 %) |
Top 3 industries | Other (32.16 %) Information Technology (27.22 %) Industrials (11.08 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (70.25 %) Japan (11.37 %) Switzerland (4.35 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.35 % | 0.99 % |
Key Summary
QLTY | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.99 % |
Price | $30.66 | $2.08 |
Size | $916.337 million | $38.118 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 35.18 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QLTY | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 140 | 1 |
Median incremental investment | $1,132.78 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,414.45 | $3,003.00 |
Average age group | > 35 | < 26 |
Pros and Cons
QLTY | LSGE | |
|---|---|---|
Pros |
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Cons |
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QLTY | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |