Compare AU
Compare IUSG 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 iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG) 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
IUSG | S3GO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $113.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,734.20 |
Average age group | N/A | > 35 |
Key Summary
IUSG | S3GO | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | 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 | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) | Apple Inc (8.15 %) NVIDIA Corp (6.12 %) Interactive Brokers Group Inc Class A (5.33 %) |
Top 3 industries | Information Technology (30.10 %) Financials (21.74 %) Materials (16.67 %) | |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | |
Management fee | 0.26 % | 0.72 % |
Key Summary
IUSG | S3GO | |
|---|---|---|
Issuer | iShares | Firetraill |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.72 % |
Price | $102.13 | $6.30 |
Size | $20.002 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 0.38 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | S3GO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $113.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,734.20 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | S3GO | |
|---|---|---|
Pros |
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Cons |
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IUSG | S3GO |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |