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Compare ALFA 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 VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $1,000.00 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $2,142.80 | $1,923.75 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | CGUN | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | Woodside Energy Group Ltd (7.19 %) Telstra Group Ltd (5.98 %) Transurban Group (4.99 %) | 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 | Australia (100.00 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.39 % | 0 % |
Key Summary
ALFA | CGUN | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0 % |
Price | $24.35 | $1.35 |
Size | $32.789 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.51 % | 6.02 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $1,000.00 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $2,142.80 | $1,923.75 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | CGUN | |
|---|---|---|
Pros |
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Cons |
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ALFA | CGUN |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |