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Compare S3GO vs. CGHE
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 Firetrail S3 Global Opps Fund - Active ETF (S3GO) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $283.50 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,470.10 | $2,404.80 |
Average age group | > 35 | > 35 |
Key Summary
S3GO | CGHE | |
|---|---|---|
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). | CGHE.AX was created on 2014-02-18 by Claremont Global. 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) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (74.80 %) Taiwan (5.44 %) France (3.99 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.72 % | 0 % |
Key Summary
S3GO | CGHE | |
|---|---|---|
Issuer | Firetraill | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.72 % | 0 % |
Price | $6.45 | $1.60 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.32 % | - % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $283.50 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,470.10 | $2,404.80 |
Average age group | > 35 | > 35 |
Pros and Cons
S3GO | CGHE | |
|---|---|---|
Pros |
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Cons |
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S3GO | CGHE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |