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Compare S3GO vs. DGVA
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 Dimensional Global Value Trust - Active ETF (DGVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $283.50 | $5,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,540.40 | $18,836.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
S3GO | DGVA | |
|---|---|---|
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). | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | JPMorgan Chase & Co (3.60 %) Exxon Mobil Corp (2.06 %) Johnson & Johnson (1.66 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | |
Management fee | 0.72 % | 0 % |
Key Summary
S3GO | DGVA | |
|---|---|---|
Issuer | Firetraill | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.72 % | 0 % |
Price | $6.86 | $27.26 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.83 % | 2.61 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $283.50 | $5,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,540.40 | $18,836.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
S3GO | DGVA | |
|---|---|---|
Pros |
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Cons |
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S3GO | DGVA |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |