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Compare R3AL 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 Clearbridge Real Income Fund - Active ETF (R3AL) and the Firetrail S3 Global Opps Fund - Active ETF (S3GO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
R3AL | S3GO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $241.75 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,302.80 |
Average age group | N/A | > 35 |
Key Summary
R3AL | S3GO | |
|---|---|---|
Strategy | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 490.4m in AUM and 39 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. | 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 | Scentre Group (6.86 %) APA Group (5.86 %) Aurizon Holdings Ltd (5.83 %) | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | United States (74.80 %) Taiwan (5.44 %) France (3.99 %) |
Management fee | 0 % | 0.72 % |
Key Summary
R3AL | S3GO | |
|---|---|---|
Issuer | Martin Currie | Firetraill |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.72 % |
Price | $1.535 | $6.00 |
Size | $479.553 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.17 % | 6.32 % |
Market | ASX | ASX |
First listed date | 27/01/2025 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
R3AL | S3GO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $241.75 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,302.80 |
Average age group | N/A | > 35 |
Pros and Cons
R3AL | S3GO | |
|---|---|---|
Pros |
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Cons |
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R3AL | S3GO |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |