Compare AU

Compare ZYUS vs. LSGE

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

Global X S&P 500 High Yield Low Volatility 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) 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

ZYUS

LSGE

Popularity

Low

Low

Pearlers invested

84

1

Median incremental investment

$650.00

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,835.12

$0

Average age group

> 35

N/A


Key Summary

ZYUS

LSGE

Strategy

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend 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 (3.05 %)

Crown Castle Inc (3.00 %)

LyondellBasell Industries NV Class A (2.97 %)

Meta Platforms Inc Class A (7.21 %)

Tesla Inc (6.54 %)

Amazon.com Inc (6.31 %)

Top 3 industries

Real Estate (38.79 %)

Materials (29.19 %)

Energy (20.31 %)

Consumer Discretionary (34.74 %)

Communication Services (32.83 %)

Information Technology (25.88 %)

Top 3 countries

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

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

ZYUS

LSGE

Issuer

ETFS

Loomis Sayles

Tracking index

S&P 500 Low Volatility High Dividend Index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.35 %

0.99 %

Price

$15.82

$3.82

Size

$75.596 million

$52.692 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.79 %

0.71 %

Market

ASX

ASX

First listed date

12/06/2015

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

ZYUS

LSGE

Popularity

Low

Low

Pearlers invested

84

1

Median incremental investment

$650.00

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,835.12

$0

Average age group

> 35

N/A


Pros and Cons

ZYUS

LSGE

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ZYUS

LSGE

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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