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Compare CGUN vs. STW

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

Community Stats

CGUN

STW

Popularity

Low

Low

Pearlers invested

2

349

Median incremental investment

$1,896.50

$1,002.94

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$4,394.32

Average age group

> 35

> 35


Key Summary

CGUN

STW

Strategy

N/A

STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5766.44m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Commonwealth Bank of Australia (10.40 %)

BHP Group Ltd (8.13 %)

CSL Ltd (5.40 %)

Top 3 industries

Financials (55.40 %)

Materials (16.89 %)

Health Care (11.15 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Management fee

0 %

0.05 %


Key Summary

CGUN

STW

Issuer

SPDR

Tracking index

S&P ASX 200

Asset class

Stock

ETF

Management fee

0 %

0.05 %

Price

$1.83

$74.48

Size

N/A

$5.499 billion

10Y return

N/A

46.33 %

Annual dividend/ distribution yield (5Y)

0.85 %

5.64 %

Market

ASX

ASX

First listed date

11/02/2024

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

CGUN

STW

Popularity

Low

Low

Pearlers invested

2

349

Median incremental investment

$1,896.50

$1,002.94

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$4,394.32

Average age group

> 35

> 35


Pros and Cons

CGUN

STW

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

STW

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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