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Compare WXOZ 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 State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ) 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
WXOZ | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 1 |
Median incremental investment | $1,097.11 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,391.59 | $1,881.00 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | CGUN | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 733.74m in AUM and 689 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. | 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 | NVIDIA Corp (7.53 %) Microsoft Corp (3.32 %) Alphabet Inc Class A (2.48 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.04 % | 0 % |
Key Summary
WXOZ | CGUN | |
|---|---|---|
Issuer | SPDR | Claremont Global |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0 % |
Price | $51.78 | $1.32 |
Size | $797.512 million | N/A |
10Y return | 111.69 % | N/A |
Annual distribution yield (5Y) | 6.71 % | 6.02 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 1 |
Median incremental investment | $1,097.11 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,391.59 | $1,881.00 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | CGUN | |
|---|---|---|
Pros |
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Cons |
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WXOZ | CGUN |
|---|---|
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 |