Back
Compare AU
Compare ETHI vs. JREG
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 Betashares Global Sustainability Leaders ETF (ETHI) and the Jpmorgan Global Research En Index Eqty Active ETF (JREG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ETHI | JREG | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,830 | 3 |
Median incremental investment | $793.50 | $4,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,244.00 | $1,183.98 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | JREG | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as βClimate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark, |
Top 3 holdings | KRW - KOREAN WON (0 %) BROADCOM INC (7.07 %) NVIDIA CORP (6.00 %) | NVIDIA Corp (5.82 %) Microsoft Corp (4.80 %) Apple Inc (4.67 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) |
Management fee | 0.59 % | 0.3 % |
Key Summary
ETHI | JREG | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | MSCI World ex Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.3 % |
Price | $16.50 | $84.81 |
Size | $3.822 billion | $55.931 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.32 % | 1.96 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | JREG | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,830 | 3 |
Median incremental investment | $793.50 | $4,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,244.00 | $1,183.98 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | JREG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ETHI | JREG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |