Compare AU

Compare CGUN vs. IVV

Compare shares and ETFs on the ASX that you can trade on Pearler.

Claremont Global Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

CGUN

IVV

Popularity

Low

High

Pearlers invested

2

12,809

Median incremental investment

$1,896.50

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$3,071.04

Average age group

> 35

26 - 35


Key Summary

CGUN

IVV

Strategy

N/A

iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market.

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

United States (99.92 %)

Management fee

0 %

0.04 %


Key Summary

CGUN

IVV

Issuer

iShares

Tracking index

S&P 500 - AUD

Asset class

Stock

ETF

Management fee

0 %

0.04 %

Price

$1.83

$63.98

Size

N/A

$10.705 billion

10Y return

N/A

269.09 %

Annual dividend/ distribution yield (5Y)

0.85 %

13.82 %

Market

ASX

ASX

First listed date

11/02/2024

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

CGUN

IVV

Popularity

Low

High

Pearlers invested

2

12,809

Median incremental investment

$1,896.50

$1,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$3,071.04

Average age group

> 35

26 - 35


Pros and Cons

CGUN

IVV

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

CGUN

IVV

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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