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Compare WVOL 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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL) 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
WVOL | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $3,138.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,598.75 | $1,881.00 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | CGUN | |
|---|---|---|
Strategy | WVOL.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 the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | CGUN.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). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.3 % | 0 % |
Key Summary
WVOL | CGUN | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0 % |
Price | $43.59 | $1.32 |
Size | $72.579 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 6.02 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $3,138.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,598.75 | $1,881.00 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | CGUN | |
|---|---|---|
Pros |
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Cons |
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WVOL | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |