Back
Compare AU
Compare HLTH vs. CGHE
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 Global Healthcare Leaders ETF (HLTH) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HLTH | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 1 |
Median incremental investment | $550.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,523.34 | $2,397.29 |
Average age group | > 35 | > 35 |
Key Summary
HLTH | CGHE | |
|---|---|---|
Strategy | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | CGHE.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) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | Globus Medical Inc Class A (2.83 %) Merck & Co Inc (2.67 %) Swedish Orphan Biovitrum AB (2.67 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Health Care (100.00 %) Other (9.10 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (65.74 %) Japan (10.95 %) Denmark (8.04 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.45 % | 0 % |
Key Summary
HLTH | CGHE | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | MarketGrader Developed Markets ex-Australia Health Care Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $11.16 | $1.595 |
Size | $50.002 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.61 % | - % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HLTH | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 1 |
Median incremental investment | $550.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,523.34 | $2,397.29 |
Average age group | > 35 | > 35 |
Pros and Cons
HLTH | CGHE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HLTH | CGHE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |