Back
Compare AU
Compare QUAL 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 VanEck MSCI International Quality ETF (QUAL) 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
QUAL | LSGE | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,398 | 1 |
Median incremental investment | $993.50 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,576.86 | $2,483.46 |
Average age group | > 35 | < 26 |
Key Summary
QUAL | LSGE | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | NVIDIA Corp (6.28 %) Apple Inc (5.96 %) Microsoft Corp (4.96 %) | Meta Platforms Inc Class A (6.46 %) Alphabet Inc Class A (6.19 %) Tesla Inc (5.99 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | 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
QUAL | LSGE | |
|---|---|---|
Issuer | VanEck | Loomis Sayles |
Tracking index | MSCI World ex Australia Quality Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.99 % |
Price | $61.19 | $2.43 |
Size | $7.990 billion | $45.334 million |
10Y return | 213.31 % | N/A |
Annual distribution yield (5Y) | 2.05 % | 35.18 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | LSGE | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,398 | 1 |
Median incremental investment | $993.50 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,576.86 | $2,483.46 |
Average age group | > 35 | < 26 |
Pros and Cons
QUAL | LSGE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
QUAL | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |