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Compare CGHE vs. XALG
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 Alphinity Global Equity Fund - Active ETF (XALG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,594.00 | $751.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $2,585.16 | $506.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
CGHE | XALG | |
|---|---|---|
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. | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | Microsoft Corp (5.91 %) NVIDIA Corp (5.03 %) Netflix Inc (4.10 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) |
Top 3 countries | ||
Management fee | 0 % | 0.75 % |
Key Summary
CGHE | XALG | |
|---|---|---|
Issuer | Claremont Global | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.75 % |
Price | $1.72 | $11.00 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 6.26 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,594.00 | $751.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $2,585.16 | $506.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CGHE | XALG | |
|---|---|---|
Pros |
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Cons |
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CGHE | XALG |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |