Back
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 - Active ETF (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 | 5 | 1 |
Median incremental investment | $241.75 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,489.00 | $3,303.30 |
Average age group | > 35 | < 26 |
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. The ETF currently has 44.68m in AUM and 46 holdings. 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 | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | Alphabet Inc Class A (7.15 %) Meta Platforms Inc Class A (6.82 %) Tesla Inc (6.12 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
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 | $6.55 | $2.31 |
Size | N/A | $44.181 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.32 % | 35.18 % |
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 | 5 | 1 |
Median incremental investment | $241.75 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,489.00 | $3,303.30 |
Average age group | > 35 | < 26 |
Pros and Cons
S3GO | LSGE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
S3GO | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |