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Compare CGUN vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 401 |
Median incremental investment | $1,896.50 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,151.75 | $5,219.97 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | STW | |
|---|---|---|
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 | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Microsoft Corp (9.76 %) Amazon.com Inc (9.46 %) Agilent Technologies Inc (8.43 %) | BHP Group Ltd (9.50 %) Commonwealth Bank of Australia (9.24 %) Westpac Banking Corp (4.92 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0 % | 0 % |
Key Summary
CGUN | STW | |
|---|---|---|
Issuer | Claremont Global | State Street |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $1.51 | $79.03 |
Size | N/A | $6.256 billion |
10Y return | N/A | 75.43 % |
Annual distribution yield (5Y) | 6.02 % | 4.31 % |
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 | 1 | 401 |
Median incremental investment | $1,896.50 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,151.75 | $5,219.97 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | STW | |
|---|---|---|
Pros |
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Cons |
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CGUN | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |