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Compare VDIF 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 Diversified Income ETF (VDIF) 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
VDIF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $577.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,128.40 | $2,945.80 |
Average age group | > 35 | < 26 |
Key Summary
VDIF | LSGE | |
|---|---|---|
Strategy | VDIF.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio. | 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 | Vanguard Australian Shares High Yld ETF (22.40 %) Vanguard FTSE AllWld HiDivYld ETF $Dis (21.10 %) Vanguard International Crdt Secs Idx Hdg (8.70 %) | Alphabet Inc Class A (7.62 %) Meta Platforms Inc Class A (7.17 %) Tesla Inc (5.86 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | |
Top 3 countries | Australia (51.66 %) United States (24.17 %) Japan (4.01 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.32 % | 0.99 % |
Key Summary
VDIF | LSGE | |
|---|---|---|
Issuer | Vanguard | Loomis Sayles |
Tracking index | 28% FTSE Australia High Dividend Yield Index - 21% FTSE All-World High Dividend Yield Index - 17% Bloomberg Global Aggregate Corporate and Government-Related Scaled Index - 44% Other Indexes - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.99 % |
Price | $53.32 | $2.04 |
Size | N/A | $37.965 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.21 % | 35.18 % |
Market | ASX | ASX |
First listed date | 04/03/2025 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDIF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $577.50 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,128.40 | $2,945.80 |
Average age group | > 35 | < 26 |
Pros and Cons
VDIF | LSGE | |
|---|---|---|
Pros |
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Cons |
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VDIF | 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 |