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Compare JEGA vs. IHVV
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 iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 246 |
Median incremental investment | $24,243.50 | $1,509.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,963.11 | $4,512.86 |
Average age group | > 35 | > 35 |
Key Summary
JEGA | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | JPM Global Eqy Prm Inc Act UC ETF USDDis (99.73 %) | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.4 % | 0.1 % |
Key Summary
JEGA | IHVV | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.1 % |
Price | $48.19 | $61.99 |
Size | $20.124 million | $3.286 billion |
10Y return | N/A | 147.05 % |
Annual distribution yield (5Y) | 4.53 % | 5.32 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 246 |
Median incremental investment | $24,243.50 | $1,509.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,963.11 | $4,512.86 |
Average age group | > 35 | > 35 |
Pros and Cons
JEGA | IHVV | |
|---|---|---|
Pros |
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Cons |
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JEGA | IHVV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |