Compare AU

Compare S3GO vs. LSGE

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, 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 (Managed Fund) (S3GO) and the Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

S3GO

LSGE

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$109.50

$290.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$5,135.55

$0

Average age group

> 35

N/A


Key Summary

S3GO

LSGE

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).

LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle.

Top 3 holdings

Apple Inc (6.31 %)

NVIDIA Corp (4.63 %)

Interactive Brokers Group Inc Class A (4.30 %)

Meta Platforms Inc Class A (7.21 %)

Tesla Inc (6.54 %)

Amazon.com Inc (6.31 %)

Top 3 industries

Information Technology (28.88 %)

Financials (27.76 %)

Health Care (17.76 %)

Consumer Discretionary (34.74 %)

Communication Services (32.83 %)

Information Technology (25.88 %)

Top 3 countries

United States (70.40 %)

France (5.03 %)

Netherlands (4.75 %)

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.72 %

0.99 %


Key Summary

S3GO

LSGE

Issuer

Firetraill

Loomis Sayles

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.72 %

0.99 %

Price

$6.70

$3.84

Size

N/A

$52.692 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.38 %

0.71 %

Market

ASX

ASX

First listed date

10/10/2022

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

S3GO

LSGE

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$109.50

$290.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$5,135.55

$0

Average age group

> 35

N/A


Pros and Cons

S3GO

LSGE

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

S3GO

LSGE

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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