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Compare CGHE vs. IHWL
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 Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 53 |
Median incremental investment | $2,594.00 | $1,755.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $5,253.06 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | NVIDIA CORP (10.94 %) MICROSOFT CORP (9.12 %) ALPHABET INC CLASS A (2.98 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) |
Top 3 countries | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) | |
Management fee | 0 % | 0.12 % |
Key Summary
CGHE | IHWL | |
|---|---|---|
Issuer | Claremont Global | iShares |
Tracking index | MSCI World IMI 100% Hedged to AUD Net Variant | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.12 % |
Price | $1.72 | $60.38 |
Size | N/A | $889.978 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 4.42 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 53 |
Median incremental investment | $2,594.00 | $1,755.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $5,253.06 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | IHWL | |
|---|---|---|
Pros |
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Cons |
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CGHE | IHWL |
|---|---|
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 |