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Compare CGUN vs. IESG
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 Active ETF (CGUN) and the iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 68 |
Median incremental investment | $1,896.50 | $1,776.21 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,276.44 | $6,462.22 |
Average age group | > 35 | 26 - 35 |
Key Summary
CGUN | IESG | |
|---|---|---|
Strategy | CGUN.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). The Investment Manager also aims to generate a return in excess of the Benchmark over this period | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 397.43m in AUM and 80 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0 % | 0.01 % |
Key Summary
CGUN | IESG | |
|---|---|---|
Issuer | Claremont Global | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.01 % |
Price | $1.58 | $31.40 |
Size | N/A | $411.288 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 2.27 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 68 |
Median incremental investment | $1,896.50 | $1,776.21 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,276.44 | $6,462.22 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CGUN | IESG | |
|---|---|---|
Pros |
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Cons |
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CGUN | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |