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Compare CGHE vs. IHEB
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 iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $2,594.00 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,562.62 | $8,226.75 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | IHEB | |
|---|---|---|
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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | iShares JP Morgan $ EM Bond ETF USD Dist (100.25 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | ||
Management fee | 0 % | 0.51 % |
Key Summary
CGHE | IHEB | |
|---|---|---|
Issuer | Claremont Global | iShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.51 % |
Price | $1.705 | $78.33 |
Size | N/A | $103.674 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 5.71 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $2,594.00 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,562.62 | $8,226.75 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | IHEB | |
|---|---|---|
Pros |
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Cons |
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CGHE | IHEB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |