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Compare JHGA 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 Jpm Gbl Equity Premium Income Hedged Complex ETF (JHGA) 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
JHGA | CGHE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $2,594.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,532.56 |
Average age group | N/A | > 35 |
Key Summary
JHGA | CGHE | |
|---|---|---|
Strategy | JHGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. | 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 | JPM Global Eqy Prm Inc Act UC ETF USDDis (97.85 %) | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | |
Top 3 countries | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.4 % | 0 % |
Key Summary
JHGA | CGHE | |
|---|---|---|
Issuer | JPMorgan | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $50.48 | $1.685 |
Size | $7.729 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.62 % | - % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHGA | CGHE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $2,594.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,532.56 |
Average age group | N/A | > 35 |
Pros and Cons
JHGA | CGHE | |
|---|---|---|
Pros |
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Cons |
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JHGA | 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 distribution yield | Lower distribution yield |