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Compare CGUN vs. FLOT
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are CGUN and FLOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,896.50 | $2,114.18 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,287.13 | $1,483.93 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | FLOT | |
|---|---|---|
Strategy | 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). The Investment Manager also aims to generate a return in excess of the Benchmark over this period | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 874.45m in AUM and 215 holdings. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | VanEck Australian Floating Rate ETF (100 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
CGUN | FLOT | |
|---|---|---|
Issuer | Claremont Global | VanEck |
Tracking index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $1.62 | $24.94 |
Size | N/A | $886.139 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 6.02 % | 2.47 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 07/07/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,896.50 | $2,114.18 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,287.13 | $1,483.93 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | FLOT | |
|---|---|---|
Pros |
| |
Cons |
|
CGUN | FLOT |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |