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Compare CGUN vs. IGB
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 Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,896.50 | $832.98 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,301.38 | $1,483.65 |
Average age group | > 35 | 26 - 35 |
Key Summary
CGUN | IGB | |
|---|---|---|
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 | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 414.59m in AUM and 31 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | ||
Management fee | 0 % | 0.26 % |
Key Summary
CGUN | IGB | |
|---|---|---|
Issuer | Claremont Global | iShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.26 % |
Price | $1.615 | $98.91 |
Size | N/A | $417.015 million |
10Y return | N/A | -3.33 % |
Annual distribution yield (5Y) | 6.02 % | 1.80 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,896.50 | $832.98 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,301.38 | $1,483.65 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CGUN | IGB | |
|---|---|---|
Pros |
| |
Cons |
|
CGUN | IGB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |