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Compare SPY vs. CGUN
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 SPDR S&P 500 ETF (SPY) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 2 |
Median incremental investment | $1,200.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,833.86 | $1,794.24 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | CGUN | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | 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). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | Microsoft Corp (6.78 %) NVIDIA Corp (6.78 %) Apple Inc (5.98 %) | Amazon.com Inc (8.76 %) Microsoft Corp (8.59 %) CME Group Inc Class A (8.51 %) |
Top 3 industries | Information Technology (60.67 %) Consumer Discretionary (16.30 %) Communication Services (13.37 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0.0945 % | 0 % |
Key Summary
SPY | CGUN | |
|---|---|---|
Issuer | SPDR | Claremont Global |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0 % |
Price | $949.62 | $1.68 |
Size | $966.447 billion | N/A |
10Y return | 246.50 % | N/A |
Annual distribution yield (5Y) | 1.21 % | 6.02 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 2 |
Median incremental investment | $1,200.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,833.86 | $1,794.24 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | CGUN | |
|---|---|---|
Pros |
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Cons |
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SPY | CGUN |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |