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Compare CGHE vs. BEAR
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 Claremont Global Fund (Hedged) Active ETF (CGHE) and the Betashares Australian Equities Bear Complex ETF (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $2,594.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.29 | $1,657.23 |
Average age group | > 35 | 26 - 35 |
Key Summary
CGHE | BEAR | |
|---|---|---|
Strategy | 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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (55.79 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.25 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0 % | 1.38 % |
Key Summary
CGHE | BEAR | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.38 % |
Price | $1.595 | $7.46 |
Size | N/A | $34.196 million |
10Y return | N/A | -57.63 % |
Annual distribution yield (5Y) | - % | 0.46 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $2,594.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.29 | $1,657.23 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CGHE | BEAR | |
|---|---|---|
Pros |
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Cons |
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CGHE | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |