Compare AU
Compare ETHI 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 Global Sustainability Leaders ETF (ETHI) 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
ETHI | S3GO | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,502 | 3 |
Median incremental investment | $793.50 | $113.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,016.96 | $2,734.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | S3GO | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | APPLE INC (5.16 %) NVIDIA CORP (4.82 %) VISA INC (4.77 %) | Apple Inc (8.15 %) NVIDIA Corp (6.12 %) Interactive Brokers Group Inc Class A (5.33 %) |
Top 3 industries | Information Technology (25.15 %) Other (22.13 %) Financials (21.92 %) | Information Technology (30.10 %) Financials (21.74 %) Materials (16.67 %) |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) |
Management fee | 0.59 % | 0.72 % |
Key Summary
ETHI | S3GO | |
|---|---|---|
Issuer | BetaShares | Firetraill |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.72 % |
Price | $15.28 | $6.30 |
Size | $3.792 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.50 % | 0.38 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | S3GO | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,502 | 3 |
Median incremental investment | $793.50 | $113.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,016.96 | $2,734.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | S3GO | |
|---|---|---|
Pros |
| |
Cons |
|
ETHI | S3GO |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |