Compare AU
Compare S3GO vs. QPON
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 BetaShares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $113.50 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,994.79 | $4,312.68 |
Average age group | > 35 | > 35 |
Key Summary
S3GO | QPON | |
|---|---|---|
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). | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | Apple Inc (6.74 %) NVIDIA Corp (4.25 %) Interactive Brokers Group Inc Class A (4.11 %) | NATIONAL AUSTRALIA BANK LTD FRN MAR-29 (10.02 %) WESTPAC BANKING CORP FRN MAY-29 (9.98 %) WESTPAC BANKING CORP FRN JAN-29 (9.97 %) |
Top 3 industries | Information Technology (28.30 %) Financials (19.78 %) Health Care (17.76 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | |
Management fee | 0.72 % | 0.22 % |
Key Summary
S3GO | QPON | |
|---|---|---|
Issuer | Firetraill | BetaShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.22 % |
Price | $6.62 | $26.01 |
Size | N/A | $1.511 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.28 % | 2.58 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $113.50 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,994.79 | $4,312.68 |
Average age group | > 35 | > 35 |
Pros and Cons
S3GO | QPON | |
|---|---|---|
Pros |
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Cons |
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S3GO | QPON |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |