Compare AU

Compare S3GO vs. IIGF

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 Intelligent Investor Aus Equity Growth Fund (Managed Fund) (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

S3GO

IIGF

Popularity

Low

Low

Pearlers invested

2

17

Median incremental investment

$113.50

$1,038.06

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,994.79

$2,103.99

Average age group

> 35

> 35


Key Summary

S3GO

IIGF

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).

IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.

Top 3 holdings

Apple Inc (6.74 %)

NVIDIA Corp (4.25 %)

Interactive Brokers Group Inc Class A (4.11 %)

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Top 3 industries

Information Technology (28.30 %)

Financials (19.78 %)

Health Care (17.76 %)

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

United States (70.40 %)

France (5.03 %)

Netherlands (4.75 %)

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

Management fee

0.72 %

0.97 %


Key Summary

S3GO

IIGF

Issuer

Firetraill

Intelligent Investor

Tracking index

Asset class

ETF

ETF

Management fee

0.72 %

0.97 %

Price

$6.62

$3.01

Size

N/A

$103.135 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.28 %

5.21 %

Market

ASX

ASX

First listed date

10/10/2022

05/10/2020

Purchase fee

$6.50

$6.50


Community Stats

S3GO

IIGF

Popularity

Low

Low

Pearlers invested

2

17

Median incremental investment

$113.50

$1,038.06

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,994.79

$2,103.99

Average age group

> 35

> 35


Pros and Cons

S3GO

IIGF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

S3GO

IIGF

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

Lower distribution yield

Higher distribution yield

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