Compare AU
Compare XMET 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 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 |
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Cons |
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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 |