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Compare CGHE vs. QUS
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 S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 83 |
Median incremental investment | $2,594.00 | $1,058.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,314.62 | $7,665.15 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | QUS | |
|---|---|---|
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. | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) | INTEL CORP (0.50 %) SANDISK CORP/DE (0.46 %) ADVANCED MICRO DEVICES INC (0.43 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) |
Management fee | 0 % | 0.29 % |
Key Summary
CGHE | QUS | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.29 % |
Price | $1.54 | $55.89 |
Size | N/A | $1.046 billion |
10Y return | N/A | 101.55 % |
Annual distribution yield (5Y) | - % | 3.59 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 83 |
Median incremental investment | $2,594.00 | $1,058.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,314.62 | $7,665.15 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | QUS | |
|---|---|---|
Pros |
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Cons |
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CGHE | QUS |
|---|---|
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 |