Compare AU

Compare S3GO vs. ALPH

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

Firetrail S3 Global Opps Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are S3GO and ALPH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

S3GO

ALPH

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$109.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$5,035.91

$0

Average age group

> 35

N/A


Key Summary

S3GO

ALPH

Strategy

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).

ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide.

Top 3 holdings

Apple Inc (6.31 %)

NVIDIA Corp (4.63 %)

Interactive Brokers Group Inc Class A (4.30 %)

Schroder Global Equity Alpha Fund - Active ETF (100 %)

Top 3 industries

Information Technology (28.88 %)

Financials (27.76 %)

Health Care (17.76 %)

Top 3 countries

United States (70.40 %)

France (5.03 %)

Netherlands (4.75 %)

Management fee

0.72 %

0 %


Key Summary

S3GO

ALPH

Issuer

Firetraill

Schroder

Tracking index

Asset class

ETF

ETF

Management fee

0.72 %

0 %

Price

$6.57

$10.17

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

0.38 %

- %

Market

ASX

ASX

First listed date

10/10/2022

08/12/2024

Purchase fee

$6.50

$6.50


Community Stats

S3GO

ALPH

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$109.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$5,035.91

$0

Average age group

> 35

N/A


Pros and Cons

S3GO

ALPH

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

S3GO

ALPH

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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