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Compare CGHE vs. WXOZ
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 SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 18 |
Median incremental investment | $2,594.00 | $1,200.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,562.62 | $4,492.68 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | WXOZ | |
|---|---|---|
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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | NVIDIA Corp (6.93 %) Apple Inc (5.78 %) Microsoft Corp (4.67 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0 % | 0.04 % |
Key Summary
CGHE | WXOZ | |
|---|---|---|
Issuer | Claremont Global | SPDR |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.04 % |
Price | $1.705 | $51.64 |
Size | N/A | $551.437 million |
10Y return | N/A | 101.88 % |
Annual distribution yield (5Y) | - % | 6.71 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 18 |
Median incremental investment | $2,594.00 | $1,200.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,562.62 | $4,492.68 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | WXOZ | |
|---|---|---|
Pros |
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Cons |
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CGHE | WXOZ |
|---|---|
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 |