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Compare JEGA vs. MCCL
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 Munro Climate Change Leaders Fund Active ETF (MCCL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 32 |
Median incremental investment | $24,243.50 | $1,000.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,963.11 | $2,178.45 |
Average age group | > 35 | 26 - 35 |
Key Summary
JEGA | MCCL | |
|---|---|---|
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. | MCCL.AX was created on 2022-01-20 by Munro. The fund's investment portfolio concentrates primarily on theme equity. The Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies focused on decarbonisation and climate change located anywhere in the world. The Fund aims to achieve a return greater than the MSCI All Country World (Net) Index in $A (Net) over a 5 to 7 year period |
Top 3 holdings | JPM Global Eqy Prm Inc Act UC ETF USDDis (99.73 %) | GE Vernova Inc (9.22 %) NextEra Energy Inc (8.30 %) Linde PLC (7.10 %) |
Top 3 industries | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) | |
Top 3 countries | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) | United States (73.26 %) Germany (11.93 %) China (6.07 %) |
Management fee | 0.4 % | 0.9 % |
Key Summary
JEGA | MCCL | |
|---|---|---|
Issuer | JPMorgan | Munro |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.9 % |
Price | $48.19 | $18.54 |
Size | $20.124 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.53 % | 4.91 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 19/01/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 32 |
Median incremental investment | $24,243.50 | $1,000.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,963.11 | $2,178.45 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JEGA | MCCL | |
|---|---|---|
Pros |
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Cons |
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JEGA | MCCL |
|---|---|
Higher exposure to AU market | Lower 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 |