Compare AU

Compare XMET vs. LSGE

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Energy Transition Metals ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares Energy Transition Metals ETF (XMET) 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

XMET

LSGE

Popularity

Low

Low

Pearlers invested

29

1

Median incremental investment

$1,007.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$983.40

$0

Average age group

> 35

N/A


Key Summary

XMET

LSGE

Strategy

XMET.AX was created on 2022-10-26 by BetaShares. The fund's investment portfolio concentrates primarily on materials equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Nasdaq Sprott Energy Transition Materials Select Index, before taking into account fees and expenses

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

FIRST QUANTUM MINERALS LTD (6.03 %)

WHEATON PRECIOUS METALS CORP (5.85 %)

SOUTHERN COPPER CORP (5.64 %)

Meta Platforms Inc Class A (6.99 %)

MercadoLibre Inc (6.15 %)

Amazon.com Inc (5.91 %)

Top 3 industries

Other (65.48 %)

Materials (34.38 %)

Information Technology (0.14 %)

Consumer Discretionary (34.30 %)

Information Technology (34.25 %)

Communication Services (31.45 %)

Top 3 countries

Canada (36.79 %)

Australia (17.96 %)

United States (17.25 %)

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.69 %

0.99 %


Key Summary

XMET

LSGE

Issuer

BetaShares

Loomis Sayles

Tracking index

Nasdaq Sprott Energy Transition Materials Select Index - AUD - Benchmark TR Net

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.69 %

0.99 %

Price

$7.45

$3.67

Size

$22.545 million

$54.362 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.37 %

0.71 %

Market

ASX

ASX

First listed date

27/10/2022

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

XMET

LSGE

Popularity

Low

Low

Pearlers invested

29

1

Median incremental investment

$1,007.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$983.40

$0

Average age group

> 35

N/A


Pros and Cons

XMET

LSGE

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

XMET

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

Home