Compare AU
Compare JEGA vs. HGBL
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 HGBL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | HGBL | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 69 |
Median incremental investment | $0 | $4,500.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $14,578.20 |
Average age group | N/A | 26 - 35 |
Key Summary
JEGA | HGBL | |
---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Jpm Global Equity Premium Income Complex ETF (100 %) | APPLE INC (5.03 %) NVIDIA CORP (4.46 %) MICROSOFT CORP (4.33 %) |
Top 3 industries | Other (28.35 %) Information Technology (23.10 %) Financials (9.31 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0 % | 0.11 % |
Key Summary
JEGA | HGBL | |
---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.11 % |
Price | $54.81 | $69.42 |
Size | N/A | $1.192 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.54 % | 0.53 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | HGBL | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 69 |
Median incremental investment | $0 | $4,500.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $14,578.20 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JEGA | HGBL | |
---|---|---|
Pros |
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Cons |
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JEGA | HGBL |
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Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |