Back
Compare AU
Compare CGHE vs. CRED
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 Investment Grade Corporate Bond ETF (CRED). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | CRED | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 39 |
Median incremental investment | $2,594.00 | $2,545.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,434.86 | $4,235.22 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | CRED | |
|---|---|---|
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. | CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1767.55m in AUM and 61 holdings. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds. |
Top 3 holdings | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) | AUST 10Y BOND FUT MAR26 (0 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.91 %) AROUNDTOWN SA 6.65% FEB-36 (2.40 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0 % | 0.25 % |
Key Summary
CGHE | CRED | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.25 % |
Price | $1.62 | $22.94 |
Size | N/A | $1.763 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 3.81 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 04/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | CRED | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 39 |
Median incremental investment | $2,594.00 | $2,545.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,434.86 | $4,235.22 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | CRED | |
|---|---|---|
Pros |
|
|
Cons |
|
|
CGHE | CRED |
|---|---|
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 |