Back
Compare AU
Compare CGHE vs. ROYL
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 Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 27 |
Median incremental investment | $2,594.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $2,129.25 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | WHEATON PRECIOUS METALS CORP (10.15 %) UNIVERSAL MUSIC GROUP NV (9.57 %) FRANCO-NEVADA CORP (9.49 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Other (52.78 %) Information Technology (16.96 %) Health Care (11.25 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0 % | 0.69 % |
Key Summary
CGHE | ROYL | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.69 % |
Price | $1.72 | $12.79 |
Size | N/A | $50.061 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 3.13 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 27 |
Median incremental investment | $2,594.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $2,129.25 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | ROYL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
CGHE | ROYL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |