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Compare BGBL vs. CGHE
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 Global Shares ETF (BGBL) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BGBL | CGHE | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,544 | 1 |
Median incremental investment | $2,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,985.75 | $2,246.99 |
Average age group | 26 - 35 | > 35 |
Key Summary
BGBL | CGHE | |
|---|---|---|
Strategy | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. | CGHE.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) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | MSCI WORLD INDEX DEC26 (0 %) NVIDIA CORP (6.12 %) APPLE INC (5.37 %) | Visa Inc Class A (8.96 %) Agilent Technologies Inc (8.80 %) Waste Connections Inc (8.70 %) |
Top 3 industries | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.08 % | 0 % |
Key Summary
BGBL | CGHE | |
|---|---|---|
Issuer | BetaShares | Claremont Global |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap AUD Index | |
Asset class | ETF | ETF |
Management fee | 0.08 % | 0 % |
Price | $86.75 | $1.495 |
Size | $5.484 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.05 % | 13.35 % |
Market | ASX | ASX |
First listed date | 10/05/2023 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BGBL | CGHE | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,544 | 1 |
Median incremental investment | $2,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,985.75 | $2,246.99 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BGBL | CGHE | |
|---|---|---|
Pros |
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Cons |
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BGBL | CGHE |
|---|---|
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 |