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Compare HVLU 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 MSCI International Value (Aud Hedged) ETF (HVLU) 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
HVLU | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $5,101.83 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,714.00 | $2,434.86 |
Average age group | > 35 | > 35 |
Key Summary
HVLU | CGHE | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its 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 | VanEck MSCI Intl Val ETF (101.12 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | |
Top 3 countries | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.29 % | 0 % |
Key Summary
HVLU | CGHE | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0 % |
Price | $37.30 | $1.62 |
Size | $61.572 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.73 % | - % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $5,101.83 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,714.00 | $2,434.86 |
Average age group | > 35 | > 35 |
Pros and Cons
HVLU | CGHE | |
|---|---|---|
Pros |
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Cons |
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HVLU | CGHE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |