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Compare JEGA vs. ERTH
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 Jpm Global Equity Premium Income Complex ETF (JEGA) and the Betashares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 328 |
Median incremental investment | $24,243.50 | $651.76 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,043.81 | $1,171.99 |
Average age group | > 35 | 26 - 35 |
Key Summary
JEGA | ERTH | |
|---|---|---|
Strategy | JEGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | JPM Global Eqy Prm Inc Act UC ETF USDDis (99.73 %) | CLP - CHILEAN PESO (0 %) VERTIV HOLDINGS CO (5.66 %) CARRIER GLOBAL CORP (4.47 %) |
Top 3 industries | Other (54.66 %) Information Technology (16.56 %) Industrials (16.35 %) | |
Top 3 countries | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) | United States (48.51 %) China (9.08 %) Switzerland (6.95 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
JEGA | ERTH | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $48.49 | $9.71 |
Size | $20.124 million | $79.367 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.77 % | 0.57 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 328 |
Median incremental investment | $24,243.50 | $651.76 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,043.81 | $1,171.99 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JEGA | ERTH | |
|---|---|---|
Pros |
| |
Cons |
|
JEGA | ERTH |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |