Compare AU
Compare S3GO vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $113.50 | $1,818.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,904.25 | $7,080.06 |
Average age group | > 35 | > 35 |
Key Summary
S3GO | IVE | |
|---|---|---|
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). | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | Apple Inc (6.74 %) NVIDIA Corp (4.25 %) Interactive Brokers Group Inc Class A (4.11 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Information Technology (28.30 %) Financials (19.78 %) Health Care (17.76 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | United States (99.97 %) |
Management fee | 0.72 % | 0.32 % |
Key Summary
S3GO | IVE | |
|---|---|---|
Issuer | Firetraill | iShares |
Tracking index | MSCI EAFE | |
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.32 % |
Price | $6.50 | $122.07 |
Size | N/A | $502.943 million |
10Y return | N/A | 59.46 % |
Annual distribution yield (5Y) | 0.28 % | 2.56 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $113.50 | $1,818.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,904.25 | $7,080.06 |
Average age group | > 35 | > 35 |
Pros and Cons
S3GO | IVE | |
|---|---|---|
Pros |
| |
Cons |
|
S3GO | IVE |
|---|---|
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 |