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Compare ETHI 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 Betashares Global Sustainability Leaders ETF (ETHI) 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
ETHI | CGUN | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,916 | 1 |
Median incremental investment | $790.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,995.30 | $1,952.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | CGUN | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | KRW - KOREAN WON (0 %) BROADCOM INC (7.00 %) NVIDIA CORP (6.10 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.59 % | 0 % |
Key Summary
ETHI | CGUN | |
|---|---|---|
Issuer | BetaShares | Claremont Global |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0 % |
Price | $14.73 | $1.37 |
Size | $3.556 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.51 % | 6.02 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | CGUN | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,916 | 1 |
Median incremental investment | $790.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,995.30 | $1,952.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | CGUN | |
|---|---|---|
Pros |
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Cons |
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ETHI | 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 |