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Compare US10 vs. LSGE

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

Betashares Us Treasury Bond 7-10Yr Ch 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 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

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

US10

LSGE

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield