Compare AU

Compare DVDY vs. JRHG

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Morningstar Australian Moat Income ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DVDY and JRHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DVDY

JRHG

Popularity

Low

N/A

Pearlers invested

51

0

Median incremental investment

$645.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,521.57

$0

Average age group

> 35

N/A


Key Summary

DVDY

JRHG

Strategy

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity.

Top 3 holdings

Pinnacle Investment Management Group Ltd (4.36 %)

Computershare Ltd (4.22 %)

Perpetual Ltd (4.18 %)

Jpmorgan Gl Re En In Eqh Active ETF (Managed Fund) (100 %)

Top 3 industries

Financials (30.64 %)

Industrials (30.08 %)

Consumer Discretionary (20.05 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.35 %

0.3 %


Key Summary

DVDY

JRHG

Issuer

VanEck

JPMorgan

Tracking index

Morningstar Australia Dividend Yield Focus Index - AUD

MSCI World ex Australia - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.35 %

0.3 %

Price

$22.72

$65.41

Size

$66.679 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

4.64 %

0.14 %

Market

ASX

ASX

First listed date

09/09/2020

15/11/2023

Purchase fee

$6.50

$6.50


Community Stats

DVDY

JRHG

Popularity

Low

N/A

Pearlers invested

51

0

Median incremental investment

$645.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,521.57

$0

Average age group

> 35

N/A


Pros and Cons

DVDY

JRHG

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower distribution yield

DVDY

JRHG

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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