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Compare CGHE vs. ROBO
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 Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 550 |
Median incremental investment | $2,594.00 | $650.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.29 | $1,354.50 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | ROBO | |
|---|---|---|
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. | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) |
Top 3 holdings | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) | Teradyne Inc (2.33 %) IPG Photonics Corp (2.23 %) Fuji Corp (2.14 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | United States (41.45 %) Japan (20.62 %) Germany (9.23 %) |
Management fee | 0 % | 0.82 % |
Key Summary
CGHE | ROBO | |
|---|---|---|
Issuer | Claremont Global | Global X |
Tracking index | ROBO Global Robotics and Automation TR Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.82 % |
Price | $1.595 | $88.73 |
Size | N/A | $269.159 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 3.76 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 550 |
Median incremental investment | $2,594.00 | $650.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.29 | $1,354.50 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | ROBO | |
|---|---|---|
Pros |
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Cons |
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CGHE | ROBO |
|---|---|
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 |