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Compare STW 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/ASX 200 ETF (STW) 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
STW | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 398 | 1 |
Median incremental investment | $1,000.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,062.20 | $2,301.38 |
Average age group | > 35 | > 35 |
Key Summary
STW | CGUN | |
|---|---|---|
Strategy | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6306.89m in AUM and 201 holdings. The Investment Objective of SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (9.99 %) BHP Group Ltd (8.20 %) Westpac Banking Corp (5.03 %) | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0 % | 0 % |
Key Summary
STW | CGUN | |
|---|---|---|
Issuer | SPDR | Claremont Global |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $76.41 | $1.605 |
Size | $6.187 billion | N/A |
10Y return | 52.82 % | N/A |
Annual distribution yield (5Y) | 4.25 % | 6.02 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 398 | 1 |
Median incremental investment | $1,000.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,062.20 | $2,301.38 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | CGUN | |
|---|---|---|
Pros |
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Cons |
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STW | CGUN |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |