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Compare SYI 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 State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI) 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
SYI | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 1 |
Median incremental investment | $1,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,553.97 | $2,374.74 |
Average age group | > 35 | > 35 |
Key Summary
SYI | CGHE | |
|---|---|---|
Strategy | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 630.11m in AUM and 59 holdings. The State Street SPDR MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield 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 | Commonwealth Bank of Australia (10.59 %) Westpac Banking Corp (9.53 %) National Australia Bank Ltd (9.14 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | Australia (100.00 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.002 % | 0 % |
Key Summary
SYI | CGHE | |
|---|---|---|
Issuer | SPDR | Claremont Global |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.002 % | 0 % |
Price | $30.49 | $1.58 |
Size | $626.113 million | N/A |
10Y return | 15.49 % | N/A |
Annual distribution yield (5Y) | 8.67 % | - % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 1 |
Median incremental investment | $1,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,553.97 | $2,374.74 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | CGHE | |
|---|---|---|
Pros |
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Cons |
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SYI | 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 price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |