Compare AU
Compare XGOV 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 VanEck 10+ Year Australian Government Bond ETF (XGOV) 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
XGOV | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $529.25 | $290.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $1,270.08 | $0 |
Average age group | > 35 | N/A |
Key Summary
XGOV | LSGE | |
|---|---|---|
Strategy | XGOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. S&P/ASX Government Bond 10-20 Year 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 | Australia (Commonwealth of) (11.08 %) Australia (Commonwealth of) (10.14 %) Australia (Commonwealth of) (8.86 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.22 % | 0.99 % |
Key Summary
XGOV | LSGE | |
|---|---|---|
Issuer | VanEck | Loomis Sayles |
Tracking index | S&P/ASX Government Bond 10-20 Year Index - AUD - Benchmark TR Gross | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.99 % |
Price | $51.70 | $3.68 |
Size | $236.916 million | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.81 % | 0.71 % |
Market | ASX | ASX |
First listed date | 27/09/2023 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XGOV | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $529.25 | $290.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $1,270.08 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
XGOV | LSGE | |
|---|---|---|
Pros |
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Cons |
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XGOV | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |