Compare AU

Compare QRE vs. LSGE

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Resources Sector ETF

ASX

Buy

Buy

Overview
Performance

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 Australian Resources Sector ETF (QRE) 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

QRE

LSGE

Popularity

Low

Low

Pearlers invested

91

1

Median incremental investment

$993.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,631.57

$0

Average age group

> 35

N/A


Key Summary

QRE

LSGE

Strategy

QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more.

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

BHP GROUP LTD (40.58 %)

WOODSIDE ENERGY GROUP LTD (10.31 %)

RIO TINTO LTD (8.20 %)

Meta Platforms Inc Class A (6.99 %)

MercadoLibre Inc (6.15 %)

Amazon.com Inc (5.91 %)

Top 3 industries

Materials (75.78 %)

Energy (21.55 %)

Other (2.67 %)

Consumer Discretionary (34.30 %)

Information Technology (34.25 %)

Communication Services (31.45 %)

Top 3 countries

Australia (97.20 %)

United States (2.39 %)

China (0.41 %)

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.34 %

0.99 %


Key Summary

QRE

LSGE

Issuer

BetaShares

Loomis Sayles

Tracking index

Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.34 %

0.99 %

Price

$6.77

$3.67

Size

$302.666 million

$54.362 million

10Y return

43.13 %

N/A

Annual distribution yield (5Y)

8.87 %

0.71 %

Market

ASX

ASX

First listed date

15/12/2010

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

QRE

LSGE

Popularity

Low

Low

Pearlers invested

91

1

Median incremental investment

$993.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,631.57

$0

Average age group

> 35

N/A


Pros and Cons

QRE

LSGE

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QRE

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

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