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Compare CGHE vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $2,594.00 | $1,533.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,607.71 | $6,020.00 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | VEFI | |
|---|---|---|
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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 4.29m in AUM and 2548 holdings. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Financials (0.00 %) |
Top 3 countries | ||
Management fee | 0 % | 0.26 % |
Key Summary
CGHE | VEFI | |
|---|---|---|
Issuer | Claremont Global | Vanguard |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.26 % |
Price | $1.735 | $43.00 |
Size | N/A | $4.310 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 3.41 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $2,594.00 | $1,533.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,607.71 | $6,020.00 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | VEFI | |
|---|---|---|
Pros |
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Cons |
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CGHE | VEFI |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |