Compare AU
Compare WDIV 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 SPDR S&P Global Dividend Fund (WDIV) 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
WDIV | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $654.39 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,470.50 | $0 |
Average age group | > 35 | N/A |
Key Summary
WDIV | LSGE | |
|---|---|---|
Strategy | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. | 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 | Altria Group Inc (2.68 %) Highwoods Properties Inc (2.34 %) Solvay SA (2.25 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.95 %) Consumer Staples (23.10 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.35 % | 0.99 % |
Key Summary
WDIV | LSGE | |
|---|---|---|
Issuer | SPDR | Loomis Sayles |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.99 % |
Price | $20.25 | $3.70 |
Size | $285.997 million | $54.142 million |
10Y return | 19.33 % | N/A |
Annual distribution yield (5Y) | 4.85 % | 0.71 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $654.39 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,470.50 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
WDIV | LSGE | |
|---|---|---|
Pros |
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Cons |
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WDIV | 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 price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |