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Compare CGUN vs. WDIV

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

Community Stats

CGUN

WDIV

Popularity

Low

Low

Pearlers invested

2

37

Median incremental investment

$1,896.50

$658.36

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$2,503.44

Average age group

> 35

> 35


Key Summary

CGUN

WDIV

Strategy

N/A

WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index.

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Altria Group Inc (2.72 %)

Highwoods Properties Inc (2.39 %)

Solvay SA (2.21 %)

Top 3 industries

Industrials (30.46 %)

Real Estate (29.84 %)

Consumer Staples (23.52 %)

Top 3 countries

United States (23.78 %)

Canada (21.10 %)

Japan (12.42 %)

Management fee

0 %

0.35 %


Key Summary

CGUN

WDIV

Issuer

SPDR

Tracking index

S&P Global Dividend Aristocrats Index sp_43

Asset class

Stock

ETF

Management fee

0 %

0.35 %

Price

$1.83

$20.52

Size

N/A

$278.795 million

10Y return

N/A

19.30 %

Annual dividend/β€Šdistribution yield (5Y)

0.85 %

4.85 %

Market

ASX

ASX

First listed date

11/02/2024

04/11/2013

Purchase fee

$6.50

$6.50


Community Stats

CGUN

WDIV

Popularity

Low

Low

Pearlers invested

2

37

Median incremental investment

$1,896.50

$658.36

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$2,503.44

Average age group

> 35

> 35


Pros and Cons

CGUN

WDIV

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

CGUN

WDIV

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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