Compare AU
Compare JEGA vs. IIGF
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 IIGF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,038.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,938.75 |
Average age group | N/A | > 35 |
Key Summary
JEGA | IIGF | |
|---|---|---|
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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | Jpm Global Equity Premium Income Complex ETF (100 %) | BHP Group Ltd (7.48 %) CSL Ltd (7.29 %) New Hope Corp Ltd (6.51 %) |
Top 3 industries | Consumer Discretionary (16.56 %) Materials (12.83 %) Health Care (12.50 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0 % | 0.97 % |
Key Summary
JEGA | IIGF | |
|---|---|---|
Issuer | JPMorgan | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $54.73 | $2.75 |
Size | N/A | $94.332 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.76 % | 5.45 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,038.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,938.75 |
Average age group | N/A | > 35 |
Pros and Cons
JEGA | IIGF | |
|---|---|---|
Pros |
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Cons |
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JEGA | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |