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Compare HVST 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 Australian Dividend Harvester Active ETF (HVST) 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
HVST | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 76 | 1 |
Median incremental investment | $986.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,880.45 | $1,923.75 |
Average age group | > 35 | > 35 |
Key Summary
HVST | CGUN | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 293.17m in AUM and 58 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | SPI 200 FUTURES MAR26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.89 %) BHP GROUP LTD (9.12 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.65 % | 0 % |
Key Summary
HVST | CGUN | |
|---|---|---|
Issuer | BetaShares | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.65 % | 0 % |
Price | $13.08 | $1.35 |
Size | $283.375 million | N/A |
10Y return | -36.66 % | N/A |
Annual distribution yield (5Y) | 5.34 % | 6.02 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 76 | 1 |
Median incremental investment | $986.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,880.45 | $1,923.75 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | CGUN | |
|---|---|---|
Pros |
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Cons |
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HVST | CGUN |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |