Compare AU
Compare JEGA vs. MVOL
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 MVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | MVOL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $2,592.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,595.45 |
Average age group | N/A | > 35 |
Key Summary
JEGA | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 25.48m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Jpm Global Equity Premium Income Complex ETF (100 %) | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0 % | 0.3 % |
Key Summary
JEGA | MVOL | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $55.04 | $31.46 |
Size | N/A | $25.431 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.76 % | 5.16 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | MVOL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $2,592.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,595.45 |
Average age group | N/A | > 35 |
Pros and Cons
JEGA | MVOL | |
|---|---|---|
Pros |
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Cons |
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JEGA | MVOL |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |