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Compare CGHE vs. ESGI
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 VanEck MSCI International Sustainable Equity ETF (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,279 |
Median incremental investment | $2,594.00 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $2,064.54 |
Average age group | > 35 | 26 - 35 |
Key Summary
CGHE | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | ASML Holding NV (7.14 %) Intuit Inc (3.48 %) Applied Materials Inc (3.44 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0 % | 0.55 % |
Key Summary
CGHE | ESGI | |
|---|---|---|
Issuer | Claremont Global | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.55 % |
Price | $1.72 | $36.21 |
Size | N/A | $237.050 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 4.24 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,279 |
Median incremental investment | $2,594.00 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $2,064.54 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CGHE | ESGI | |
|---|---|---|
Pros |
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Cons |
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CGHE | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |