Compare AU
Compare S3GO vs. LSGE
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 (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 | $5,074.23 | $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 | $6.56 | $3.67 |
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 | $5,074.23 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
S3GO | LSGE | |
|---|---|---|
Pros |
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Cons |
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S3GO | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |