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Compare JEGA vs. MHOT
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $9,996.40 | $1,229.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $23,489.92 | $2,648.00 |
Average age group | > 35 | > 35 |
Key Summary
JEGA | MHOT | |
|---|---|---|
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. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | JPM Global Eqy Prm Inc Act UC ETF USDDis (99.58 %) | Veeva Systems Inc Class A (3.00 %) Airbnb Inc Ordinary Shares - Class A (2.99 %) Charles Schwab Corp (2.66 %) |
Top 3 industries | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) | |
Top 3 countries | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) | United States (97.57 %) Netherlands (2.43 %) |
Management fee | 0.4 % | 0.52 % |
Key Summary
JEGA | MHOT | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.52 % |
Price | $46.24 | $132.40 |
Size | $21.227 million | $33.086 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.26 % | 8.76 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $9,996.40 | $1,229.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $23,489.92 | $2,648.00 |
Average age group | > 35 | > 35 |
Pros and Cons
JEGA | MHOT | |
|---|---|---|
Pros |
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Cons |
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JEGA | MHOT |
|---|---|
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 |