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Compare WXHG 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 State Street SPDR S&P World Ex Aus Carbon Aware (Hedged) ETF (WXHG) 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
WXHG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $676.09 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,799.75 | $3,256.41 |
Average age group | > 35 | < 26 |
Key Summary
WXHG | LSGE | |
|---|---|---|
Strategy | WXHG.AX was created on 2013-07-08 by State Street . The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index. | 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 36.9m in AUM and 42 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 | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.87 %) | Alphabet Inc Class A (8.63 %) NVIDIA Corp (7.31 %) Amazon.com Inc (6.96 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | |
Top 3 countries | United States (65.09 %) Japan (8.74 %) United Kingdom of Great Britain and Northern Ireland (4.66 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.1 % | 0.99 % |
Key Summary
WXHG | LSGE | |
|---|---|---|
Issuer | State Street | Loomis Sayles |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.99 % |
Price | $29.50 | $1.97 |
Size | $408.128 million | $36.547 million |
10Y return | 60.07 % | N/A |
Annual distribution yield (5Y) | 10.51 % | 27.43 % |
Market | ASX | ASX |
First listed date | 09/07/2013 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXHG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $676.09 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,799.75 | $3,256.41 |
Average age group | > 35 | < 26 |
Pros and Cons
WXHG | LSGE | |
|---|---|---|
Pros |
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Cons |
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WXHG | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |