Compare AU
Compare S3GO vs. HJZP
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 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 |
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Cons |
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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 |