Compare AU

Compare S3GO vs. IAA

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 S&P Asia 50TM (IAA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

S3GO

IAA

Popularity

Low

Low

Pearlers invested

2

100

Median incremental investment

$113.50

$1,500.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,994.79

$3,120.32

Average age group

> 35

> 35


Key Summary

S3GO

IAA

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).

IAA.AX was created on 2007-11-13 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Asia 50TM Index, before fees and expenses. The index is designed to measure the performance of the 50 leading companies listed in China, Hong Kong, Macau, Singapore, South Korea and Taiwan.

Top 3 holdings

Apple Inc (6.74 %)

NVIDIA Corp (4.25 %)

Interactive Brokers Group Inc Class A (4.11 %)

ISHARES ASIA 50 ETF (99.97 %)

USD CASH (0.02 %)

AUD CASH (0.01 %)

Top 3 industries

Information Technology (28.30 %)

Financials (19.78 %)

Health Care (17.76 %)

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

United States (70.40 %)

France (5.03 %)

Netherlands (4.75 %)

United States (99.82 %)

Management fee

0.72 %

0.5 %


Key Summary

S3GO

IAA

Issuer

Firetraill

iShares

Tracking index

S&P Asia 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.72 %

0.5 %

Price

$6.62

$109.87

Size

N/A

$791.978 million

10Y return

N/A

94.77 %

Annual distribution yield (5Y)

0.28 %

1.74 %

Market

ASX

ASX

First listed date

10/10/2022

10/09/2008

Purchase fee

$6.50

$6.50


Community Stats

S3GO

IAA

Popularity

Low

Low

Pearlers invested

2

100

Median incremental investment

$113.50

$1,500.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,994.79

$3,120.32

Average age group

> 35

> 35


Pros and Cons

S3GO

IAA

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

S3GO

IAA

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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