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Compare MVR 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 VanEck Australian Resources ETF (MVR) 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
MVR | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 117 | 1 |
Median incremental investment | $1,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,489.92 | $2,540.07 |
Average age group | > 35 | > 35 |
Key Summary
MVR | CGHE | |
|---|---|---|
Strategy | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 395.72m in AUM and 32 holdings. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. | 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 | BHP Group Ltd (7.80 %) Woodside Energy Group Ltd (7.57 %) Fortescue Ltd (7.02 %) | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
MVR | CGHE | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | MVIS Australia Energy & Mining Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0 % |
Price | $40.16 | $1.69 |
Size | $403.855 million | N/A |
10Y return | 153.38 % | N/A |
Annual distribution yield (5Y) | 4.46 % | - % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 117 | 1 |
Median incremental investment | $1,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,489.92 | $2,540.07 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | CGHE | |
|---|---|---|
Pros |
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Cons |
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MVR | 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 price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |