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Compare ESGI 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 VanEck MSCI International Sustainable Equity ETF (ESGI) 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
ESGI | CGUN | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,230 | 1 |
Median incremental investment | $750.00 | $1,896.50 |
Median investment frequency | Quarterly | Quarterly |
Median total investment | $2,340.50 | $1,895.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | CGUN | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 |
Top 3 holdings | Applied Materials Inc (7.18 %) ASML Holding NV (6.22 %) Palo Alto Networks Inc (4.23 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (46.53 %) Japan (13.58 %) Netherlands (9.23 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.55 % | 0 % |
Key Summary
ESGI | CGUN | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $37.75 | $1.33 |
Size | $253.011 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.53 % | 6.02 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | CGUN | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,230 | 1 |
Median incremental investment | $750.00 | $1,896.50 |
Median investment frequency | Quarterly | Quarterly |
Median total investment | $2,340.50 | $1,895.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | CGUN | |
|---|---|---|
Pros |
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Cons |
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ESGI | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |