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Compare WDMF 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 iShares World Equity Factor ETF (WDMF) 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
WDMF | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $5,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,825.64 | $2,104.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
WDMF | CGHE | |
|---|---|---|
Strategy | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 | NVIDIA CORP (5.43 %) APPLE INC (4.52 %) ALPHABET INC CLASS C (4.21 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Information Technology (27.38 %) Financials (17.73 %) Consumer Discretionary (11.84 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (67.70 %) Japan (7.61 %) United Kingdom of Great Britain and Northern Ireland (2.69 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.35 % | 0 % |
Key Summary
WDMF | CGHE | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0 % |
Price | $54.88 | $1.40 |
Size | $159.077 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.92 % | 13.35 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $5,000.00 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,825.64 | $2,104.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WDMF | CGHE | |
|---|---|---|
Pros |
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Cons |
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WDMF | 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 |