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Compare CGUN vs. SWTZ
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 Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $1,896.50 | $584.26 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,909.50 | $2,480.00 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | SWTZ | |
|---|---|---|
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 | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0 % | 0.89 % |
Key Summary
CGUN | SWTZ | |
|---|---|---|
Issuer | Claremont Global | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.89 % |
Price | $1.345 | $2.49 |
Size | N/A | $59.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 5.26 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $1,896.50 | $584.26 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,909.50 | $2,480.00 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | SWTZ | |
|---|---|---|
Pros |
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Cons |
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CGUN | SWTZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |