Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are VDIF and LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VDIF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $764.50 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,021.60 | $942.34 |
Average age group | > 35 | 26 - 35 |
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 Diversified Income ETF (100 %) | MercadoLibre Inc (7.43 %) Meta Platforms Inc Class A (6.87 %) Netflix Inc (6.21 %) |
Top 3 industries | Communication Services (34.66 %) Consumer Discretionary (34.66 %) Information Technology (23.14 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
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 | $50.54 | $3.71 |
Size | N/A | $54.151 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 0.71 % |
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 | 15 | 1 |
Median incremental investment | $764.50 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,021.60 | $942.34 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VDIF | LSGE | |
|---|---|---|
Pros |
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Cons |
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VDIF | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |