Compare AU
Compare SUBD 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 Subordinated Bonds (SUBD) 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
SUBD | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $4,011.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,869.49 | $0 |
Average age group | > 35 | N/A |
Key Summary
SUBD | LSGE | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the 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 (8.90 %) National Australia Bank Ltd. (7.15 %) ANZ Group Holdings Ltd. (6.31 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.29 % | 0.99 % |
Key Summary
SUBD | LSGE | |
|---|---|---|
Issuer | VanEck | Loomis Sayles |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.99 % |
Price | $25.19 | $3.68 |
Size | $2.029 billion | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.58 % | 0.71 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $4,011.00 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,869.49 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
SUBD | LSGE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SUBD | LSGE |
|---|---|
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 |