Back
Compare AU
Compare QPON 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 Betashares Australian Bank Senior Floating Rate Bond ETF (QPON) 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
QPON | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 1 |
Median incremental investment | $3,618.86 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,705.03 | $2,585.16 |
Average age group | > 35 | > 35 |
Key Summary
QPON | CGHE | |
|---|---|---|
Strategy | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1858.54m in AUM and 12 holdings. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. | 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 | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD FRN FEB-30 (10.70 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-30 (10.03 %) NATIONAL AUSTRALIA BANK LTD FRN MAR-30 (9.99 %) | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) |
Top 3 industries | Other (96.47 %) Communication Services (3.53 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | ||
Management fee | 0.22 % | 0 % |
Key Summary
QPON | CGHE | |
|---|---|---|
Issuer | BetaShares | Claremont Global |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0 % |
Price | $26.21 | $1.72 |
Size | $1.869 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | - % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QPON | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 1 |
Median incremental investment | $3,618.86 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,705.03 | $2,585.16 |
Average age group | > 35 | > 35 |
Pros and Cons
QPON | CGHE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
QPON | CGHE |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |