Back
Compare AU
Compare DJRE vs. CGUN
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 SPDR Dow Jones Global Real Estate Esg Tilted ETF (DJRE) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 129 | 1 |
Median incremental investment | $1,043.15 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,987.43 | $2,287.13 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | CGUN | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. | 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 |
Top 3 holdings | Prologis Inc (8.53 %) Welltower Inc (7.09 %) Digital Realty Trust Inc (5.30 %) | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | |
Management fee | 0.2 % | 0 % |
Key Summary
DJRE | CGUN | |
|---|---|---|
Issuer | SPDR | Claremont Global |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0 % |
Price | $22.03 | $1.605 |
Size | $508.476 million | N/A |
10Y return | 2.51 % | N/A |
Annual distribution yield (5Y) | 3.59 % | 6.02 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 129 | 1 |
Median incremental investment | $1,043.15 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,987.43 | $2,287.13 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | CGUN | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DJRE | CGUN |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |