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Compare CGHE vs. XASG
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 Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $2,594.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,397.29 | $0 |
Average age group | > 35 | N/A |
Key Summary
CGHE | XASG | |
|---|---|---|
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. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) | NVIDIA Corp (6.56 %) Microsoft Corp (6.44 %) AstraZeneca PLC (4.44 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) |
Management fee | 0 % | 0.75 % |
Key Summary
CGHE | XASG | |
|---|---|---|
Issuer | Claremont Global | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.75 % |
Price | $1.595 | $6.23 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 2.51 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $2,594.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,397.29 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
CGHE | XASG | |
|---|---|---|
Pros |
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Cons |
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CGHE | XASG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |