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Compare S3GO vs. IBAL
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 - Active ETF (S3GO) and the iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $283.50 | $50,045.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,511.20 | $84,648.33 |
Average age group | > 35 | > 35 |
Key Summary
S3GO | IBAL | |
|---|---|---|
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). | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | iShares Core MSCI Wld Ex Aus ESG ETF (24.11 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.50 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.72 % | 0.22 % |
Key Summary
S3GO | IBAL | |
|---|---|---|
Issuer | Firetraill | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.22 % |
Price | $6.88 | $30.57 |
Size | N/A | $22.586 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.83 % | 2.51 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $283.50 | $50,045.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,511.20 | $84,648.33 |
Average age group | > 35 | > 35 |
Pros and Cons
S3GO | IBAL | |
|---|---|---|
Pros |
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Cons |
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S3GO | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |