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Compare CGUN vs. S3GO
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 Claremont Global Fund Active ETF (CGUN) and the Firetrail S3 Global Opps Fund - Active ETF (S3GO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $1,896.50 | $283.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,308.50 | $2,540.40 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | S3GO | |
|---|---|---|
Strategy | The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period | S3GO.AX was created on 2021-11-03 by Firetraill. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World Net Total Return Index over the long term (after fees). |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | |
Management fee | 0 % | 0.72 % |
Key Summary
CGUN | S3GO | |
|---|---|---|
Issuer | Claremont Global | Firetraill |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.72 % |
Price | $1.62 | $6.96 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 3.83 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $1,896.50 | $283.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,308.50 | $2,540.40 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | S3GO | |
|---|---|---|
Pros |
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Cons |
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CGUN | S3GO |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |