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Compare ITEK 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 Nasdaq Top 30 ETF (ITEK) 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
ITEK | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,500.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,823.00 | $2,547.59 |
Average age group | > 35 | > 35 |
Key Summary
ITEK | CGHE | |
|---|---|---|
Strategy | ITEK.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses | 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 Nasdaq Top 30 Stocks ETF (99.98 %) | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (53.40 %) Japan (7.60 %) China (4.56 %) | |
Management fee | 0.63 % | 0 % |
Key Summary
ITEK | CGHE | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.63 % | 0 % |
Price | $33.68 | $1.695 |
Size | $8.786 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.50 % | - % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ITEK | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,500.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,823.00 | $2,547.59 |
Average age group | > 35 | > 35 |
Pros and Cons
ITEK | CGHE | |
|---|---|---|
Pros |
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Cons |
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ITEK | CGHE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |