Compare AU
Compare URNM 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 Uranium ETF (URNM) 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
URNM | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 126 | 1 |
Median incremental investment | $993.50 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,968.87 | $0 |
Average age group | > 35 | N/A |
Key Summary
URNM | LSGE | |
|---|---|---|
Strategy | URNM.AX was created on 2022-06-08 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the BetaShares Global Uranium ETF is to provide an investment return that aims to track the performance of the Indxx North Shore Uranium Mining Index (the Index), before taking into account fees and expenses. | 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 | CAMECO CORP (17.60 %) NAC KAZATOMPROM JSC (14.05 %) SPROTT PHYSICAL URANIUM TRUST (11.50 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Other (66.88 %) Energy (33.12 %) Financials (13.11 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | Canada (48.84 %) Australia (15.71 %) United States (11.62 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.69 % | 0.99 % |
Key Summary
URNM | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | Indxx North Shore Uranium Mining Index - AUD - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.99 % |
Price | $8.79 | $3.73 |
Size | $166.023 million | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.44 % | 0.71 % |
Market | ASX | ASX |
First listed date | 09/06/2022 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
URNM | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 126 | 1 |
Median incremental investment | $993.50 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,968.87 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
URNM | LSGE | |
|---|---|---|
Pros |
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Cons |
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URNM | 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 |
Lower distribution yield | Higher distribution yield |