Back
Compare AU
Compare 29BB vs. CGUN
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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $10,000.00 | $1,896.50 |
Median investment frequency | Daily | Quarterly |
Median total investment | $9,991.08 | $2,023.50 |
Average age group | > 35 | > 35 |
Key Summary
29BB | CGUN | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | CGUN.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | BANCO SANTANDER SA 5.796% JAN-29 (3.85 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.51 %) OPTUS FINANCE PTY LTD 2.6% NOV-28 (3.00 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0 % | 0 % |
Key Summary
29BB | CGUN | |
|---|---|---|
Issuer | BetaShares | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $24.77 | $1.42 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.89 % | 6.02 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $10,000.00 | $1,896.50 |
Median investment frequency | Daily | Quarterly |
Median total investment | $9,991.08 | $2,023.50 |
Average age group | > 35 | > 35 |
Pros and Cons
29BB | CGUN | |
|---|---|---|
Pros |
| |
Cons |
|
29BB | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower distribution yield | Higher distribution yield |