Back
Compare AU
Compare S3GO vs. UTIP
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 - Active ETF (S3GO) and the Betashares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
S3GO | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $283.50 | $4,224.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,452.80 | $32,252.40 |
Average age group | > 35 | > 35 |
Key Summary
S3GO | UTIP | |
|---|---|---|
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). | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.18 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | |
Management fee | 0.72 % | 0.22 % |
Key Summary
S3GO | UTIP | |
|---|---|---|
Issuer | Firetraill | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.22 % |
Price | $6.65 | $26.01 |
Size | N/A | $189.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.83 % | 1.87 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $283.50 | $4,224.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,452.80 | $32,252.40 |
Average age group | > 35 | > 35 |
Pros and Cons
S3GO | UTIP | |
|---|---|---|
Pros |
|
|
Cons |
|
|
S3GO | UTIP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |