Compare AU
Compare S3GO vs. USTB
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 Global X Us Treasury Bond ETF (Currency Hedged). (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $113.50 | $504.96 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,904.25 | $565.44 |
Average age group | > 35 | > 35 |
Key Summary
S3GO | USTB | |
|---|---|---|
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). | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Apple Inc (6.74 %) NVIDIA Corp (4.25 %) Interactive Brokers Group Inc Class A (4.11 %) | United States Treasury Notes 4.375% (0.90 %) United States Treasury Notes (0.88 %) United States Treasury Notes 4.5% (0.84 %) |
Top 3 industries | Information Technology (28.30 %) Financials (19.78 %) Health Care (17.76 %) | |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | |
Management fee | 0.72 % | 0.19 % |
Key Summary
S3GO | USTB | |
|---|---|---|
Issuer | Firetraill | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.19 % |
Price | $6.50 | $9.12 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.28 % | 1.01 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $113.50 | $504.96 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,904.25 | $565.44 |
Average age group | > 35 | > 35 |
Pros and Cons
S3GO | USTB | |
|---|---|---|
Pros |
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Cons |
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S3GO | USTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |