Compare AU

Compare S3GO vs. REIT

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 FTSE Global Property (ex-AUS hedged) (REIT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

S3GO

REIT

Popularity

Low

Low

Pearlers invested

2

104

Median incremental investment

$113.50

$835.54

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,994.79

$1,182.96

Average age group

> 35

26 - 35


Key Summary

S3GO

REIT

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).

REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities

Top 3 holdings

Apple Inc (6.74 %)

NVIDIA Corp (4.25 %)

Interactive Brokers Group Inc Class A (4.11 %)

Prologis Inc (6.47 %)

Equinix Inc (5.27 %)

Welltower Inc (5.06 %)

Top 3 industries

Information Technology (28.30 %)

Financials (19.78 %)

Health Care (17.76 %)

Real Estate (100.00 %)

Other (8.61 %)

Top 3 countries

United States (70.40 %)

France (5.03 %)

Netherlands (4.75 %)

United States (73.96 %)

Japan (5.45 %)

Singapore (3.61 %)

Management fee

0.72 %

0.43 %


Key Summary

S3GO

REIT

Issuer

Firetraill

VanEck

Tracking index

FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.72 %

0.43 %

Price

$6.62

$16.26

Size

N/A

$415.826 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.28 %

4.17 %

Market

ASX

ASX

First listed date

10/10/2022

02/04/2019

Purchase fee

$6.50

$6.50


Community Stats

S3GO

REIT

Popularity

Low

Low

Pearlers invested

2

104

Median incremental investment

$113.50

$835.54

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,994.79

$1,182.96

Average age group

> 35

26 - 35


Pros and Cons

S3GO

REIT

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

S3GO

REIT

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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