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Compare IEU 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 iShares Europe ETF (IEU) 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
IEU | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 121 | 1 |
Median incremental investment | $1,056.48 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,602.60 | $2,540.07 |
Average age group | 26 - 35 | > 35 |
Key Summary
IEU | CGHE | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets | 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 | ISHARES EUROPE ETF TRUST (99.97 %) AUD CASH (0.12 %) USD/AUD (0.00 %) | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.73 %) Switzerland (16.15 %) France (15.81 %) | |
Management fee | 0.59 % | 0 % |
Key Summary
IEU | CGHE | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | S&P Europe 350 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0 % |
Price | $100.10 | $1.69 |
Size | $962.468 million | N/A |
10Y return | 71.70 % | N/A |
Annual distribution yield (5Y) | 2.47 % | - % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 121 | 1 |
Median incremental investment | $1,056.48 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,602.60 | $2,540.07 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IEU | CGHE | |
|---|---|---|
Pros |
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Cons |
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IEU | CGHE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |