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Compare S3GO vs. DVDY
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 VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 52 |
Median incremental investment | $283.50 | $654.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,500.25 | $981.23 |
Average age group | > 35 | > 35 |
Key Summary
S3GO | DVDY | |
|---|---|---|
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). | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.27m in AUM and 26 holdings. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | Nick Scali Ltd (4.97 %) Charter Hall Group (4.65 %) APA Group (4.61 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | Australia (100.00 %) |
Management fee | 0.72 % | 0.35 % |
Key Summary
S3GO | DVDY | |
|---|---|---|
Issuer | Firetraill | VanEck |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.35 % |
Price | $6.72 | $21.97 |
Size | N/A | $36.677 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.83 % | 4.09 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 52 |
Median incremental investment | $283.50 | $654.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,500.25 | $981.23 |
Average age group | > 35 | > 35 |
Pros and Cons
S3GO | DVDY | |
|---|---|---|
Pros |
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Cons |
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S3GO | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |