Compare AU
Compare ZYUS 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 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 |
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Cons |
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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 |