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Compare CGHE vs. QOZ
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 FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 71 |
Median incremental investment | $2,594.00 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.29 | $2,931.24 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1093.8m in AUM and 195 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
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 %) BHP GROUP LTD (14.53 %) COMMONWEALTH BANK OF AUSTRALIA (6.61 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0 % | 0.4 % |
Key Summary
CGHE | QOZ | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.4 % |
Price | $1.595 | $18.79 |
Size | N/A | $1.036 billion |
10Y return | N/A | 65.70 % |
Annual distribution yield (5Y) | - % | 5.35 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 71 |
Median incremental investment | $2,594.00 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.29 | $2,931.24 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | QOZ | |
|---|---|---|
Pros |
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Cons |
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CGHE | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |