Compare AU

Compare S3GO vs. HJZP

Compare shares and ETFs on the ASX that you can trade on Pearler.

Firetrail S3 Global Opps Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 (Managed Fund) (S3GO) and the Hejaz Property Fund (Managed Fund) (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

S3GO

HJZP

Popularity

Low

Low

Pearlers invested

2

6

Median incremental investment

$109.50

$793.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,135.55

$1,660.50

Average age group

> 35

26 - 35


Key Summary

S3GO

HJZP

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).

HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS).

Top 3 holdings

Apple Inc (6.31 %)

NVIDIA Corp (4.63 %)

Interactive Brokers Group Inc Class A (4.30 %)

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Top 3 industries

Information Technology (28.88 %)

Financials (27.76 %)

Health Care (17.76 %)

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (70.40 %)

France (5.03 %)

Netherlands (4.75 %)

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

0.72 %

1.5 %


Key Summary

S3GO

HJZP

Issuer

Firetraill

M&G

Tracking index

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.72 %

1.5 %

Price

$6.70

$0.82

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.38 %

0.16 %

Market

ASX

ASX

First listed date

10/10/2022

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

S3GO

HJZP

Popularity

Low

Low

Pearlers invested

2

6

Median incremental investment

$109.50

$793.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,135.55

$1,660.50

Average age group

> 35

26 - 35


Pros and Cons

S3GO

HJZP

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

S3GO

HJZP

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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