Compare AU
Compare VAS 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 Vanguard Australian Shares Index ETF (VAS) 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
VAS | LSGE | |
---|---|---|
Popularity | High | Low |
Pearlers invested | 18,442 | 1 |
Median incremental investment | $1,003.13 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,889.32 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
VAS | LSGE | |
---|---|---|
Strategy | Vanguard Australian Shares Index ETF (ASX: VAS) seeks to track the performance of the ASX 300 index before account fees, expenses, and taxes. The index tracks the top 300 companies on the Australian Securities Exchange (ASX). | 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 | BHP Group Ltd. (10.36 %) Commonwealth Bank of Australia (7.92 %) CSL Ltd. (5.76 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Financials (27.66 %) Materials (23.74 %) Health Care (8.77 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | Australia (94.56 %) United States (3.02 %) New Zealand (1.65 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.07 % | 0.99 % |
Key Summary
VAS | LSGE | |
---|---|---|
Issuer | Vanguard | Loomis Sayles |
Tracking index | S&P/ASX 300 Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.99 % |
Price | $103.19 | $3.70 |
Size | N/A | $54.142 million |
10Y return | 56.04 % | N/A |
Annual distribution yield (5Y) | 5.52 % | 0.71 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VAS | LSGE | |
---|---|---|
Popularity | High | Low |
Pearlers invested | 18,442 | 1 |
Median incremental investment | $1,003.13 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,889.32 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
VAS | LSGE | |
---|---|---|
Pros |
|
|
Cons |
|
|
VAS | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |