Compare AU
Compare JEGA vs. GOAT
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JEGA and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 46 |
Median incremental investment | $0 | $693.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,486.46 |
Average age group | N/A | > 35 |
Key Summary
JEGA | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Jpm Global Equity Premium Income Complex ETF (100 %) | Rheinmetall AG (4.13 %) Harmonic Drive Systems Inc (2.89 %) Melrose Industries PLC (2.57 %) |
Top 3 industries | Industrials (47.47 %) Other (19.42 %) Financials (18.06 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0 % | 0.55 % |
Key Summary
JEGA | GOAT | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.55 % |
Price | $54.07 | $28.58 |
Size | N/A | $51.686 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.76 % | 2.60 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 46 |
Median incremental investment | $0 | $693.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,486.46 |
Average age group | N/A | > 35 |
Pros and Cons
JEGA | GOAT | |
|---|---|---|
Pros |
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Cons |
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JEGA | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |