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Compare BOND 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 State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) 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
BOND | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $516.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $553.96 | $1,923.75 |
Average age group | > 35 | > 35 |
Key Summary
BOND | CGUN | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 40.62m in AUM and 226 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | 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 | Australia (Commonwealth of) 4.25% (1.66 %) | 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 | 0.1 % | 0 % |
Key Summary
BOND | CGUN | |
|---|---|---|
Issuer | SPDR | Claremont Global |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $25.18 | $1.35 |
Size | $39.460 million | N/A |
10Y return | -3.75 % | N/A |
Annual distribution yield (5Y) | 1.46 % | 6.02 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $516.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $553.96 | $1,923.75 |
Average age group | > 35 | > 35 |
Pros and Cons
BOND | CGUN | |
|---|---|---|
Pros |
| |
Cons |
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BOND | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |