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Compare IOZ 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 Core S&P/ASX 200 ETF (IOZ) 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
IOZ | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 935 | 1 |
Median incremental investment | $1,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,827.71 | $2,532.56 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | CGHE | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.05 % | 0 % |
Key Summary
IOZ | CGHE | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0 % |
Price | $34.91 | $1.685 |
Size | $7.994 billion | N/A |
10Y return | 68.16 % | N/A |
Annual distribution yield (5Y) | 4.03 % | - % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 935 | 1 |
Median incremental investment | $1,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,827.71 | $2,532.56 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | CGHE | |
|---|---|---|
Pros |
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Cons |
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IOZ | CGHE |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |