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Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | CGHE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,583 | 1 |
Median incremental investment | $993.50 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,253.81 | $2,577.65 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | CGHE | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | 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 (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.04 % | 0 % |
Key Summary
IVV | CGHE | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0 % |
Price | $69.06 | $1.715 |
Size | $13.006 billion | N/A |
10Y return | 257.67 % | N/A |
Annual distribution yield (5Y) | 1.24 % | - % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | CGHE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,583 | 1 |
Median incremental investment | $993.50 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,253.81 | $2,577.65 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | CGHE | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |