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Compare CGUN vs. WXHG
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 World Ex Aus Carbon Aware (Hedged) ETF (WXHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | WXHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,896.50 | $688.05 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,208.75 | $3,434.40 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | WXHG | |
|---|---|---|
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 | WXHG.AX was created on 2013-07-08 by State Street . The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index. |
Top 3 holdings | Microsoft Corp (9.76 %) Amazon.com Inc (9.46 %) Agilent Technologies Inc (8.43 %) | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.92 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | |
Top 3 countries | United States (68.24 %) Japan (8.19 %) United Kingdom of Great Britain and Northern Ireland (3.95 %) | |
Management fee | 0 % | 0.1 % |
Key Summary
CGUN | WXHG | |
|---|---|---|
Issuer | Claremont Global | State Street |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.1 % |
Price | $1.55 | $28.62 |
Size | N/A | $365.560 million |
10Y return | N/A | 69.55 % |
Annual distribution yield (5Y) | 6.02 % | 9.66 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 09/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | WXHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,896.50 | $688.05 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,208.75 | $3,434.40 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | WXHG | |
|---|---|---|
Pros |
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Cons |
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CGUN | WXHG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |