Compare AU
Compare US10 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 Us Treasury Bond 7-10Yr Ch ETF (US10) 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
US10 | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,000.00 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $9,516.56 | $840.74 |
Average age group | > 35 | 26 - 35 |
Key Summary
US10 | LSGE | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, 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. The ETF currently has 46.23m in AUM and 46 holdings. 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 | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (9.74 %) | Meta Platforms Inc Class A (7.40 %) MercadoLibre Inc (6.37 %) Amazon.com Inc (5.70 %) |
Top 3 industries | Communication Services (34.49 %) Consumer Discretionary (33.34 %) Information Technology (24.17 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.22 % | 0.99 % |
Key Summary
US10 | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.99 % |
Price | $50.96 | $3.41 |
Size | $27.270 million | $47.790 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.88 % | 0.71 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,000.00 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $9,516.56 | $840.74 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
US10 | LSGE | |
|---|---|---|
Pros |
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Cons |
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US10 | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |