Compare AU
Compare AQLT vs. S3GO
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 BetaShares Australian Quality ETF (AQLT) and the Firetrail S3 Global Opps Fund (Managed Fund) (S3GO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AQLT | S3GO | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $3,025.00 | $109.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,395.77 | $5,150.88 |
Average age group | > 35 | > 35 |
Key Summary
AQLT | S3GO | |
---|---|---|
Strategy | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. | 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). |
Top 3 holdings | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (6.90 %) TELSTRA GROUP LTD (6.45 %) | Apple Inc (6.31 %) NVIDIA Corp (4.63 %) Interactive Brokers Group Inc Class A (4.30 %) |
Top 3 industries | Financials (40.14 %) Materials (12.10 %) Consumer Discretionary (10.84 %) | Information Technology (28.88 %) Financials (27.76 %) Health Care (17.76 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) |
Management fee | 0.35 % | 0.72 % |
Key Summary
AQLT | S3GO | |
---|---|---|
Issuer | BetaShares | Firetraill |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.72 % |
Price | $32.31 | $6.72 |
Size | $340.623 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.46 % | 0.38 % |
Market | ASX | ASX |
First listed date | 05/04/2022 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AQLT | S3GO | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $3,025.00 | $109.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,395.77 | $5,150.88 |
Average age group | > 35 | > 35 |
Pros and Cons
AQLT | S3GO | |
---|---|---|
Pros |
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Cons |
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AQLT | S3GO |
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Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |