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Compare CGUN vs. WRLD
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 Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $1,896.50 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,315.63 | $3,132.60 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | WRLD | |
|---|---|---|
Strategy | 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 | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | MSCI WORLD INDEX DEC25 (0 %) NVIDIA CORP (5.57 %) APPLE INC (5.03 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0 % | 0.54 % |
Key Summary
CGUN | WRLD | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.54 % |
Price | $1.625 | $22.70 |
Size | N/A | $49.381 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 1.74 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $1,896.50 | $1,000.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,315.63 | $3,132.60 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | WRLD | |
|---|---|---|
Pros |
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Cons |
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CGUN | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |