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Compare JEGA vs. QRE
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 Betashares Australian Resources Sector ETF (QRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 122 |
Median incremental investment | $24,243.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,914.69 | $2,076.12 |
Average age group | > 35 | > 35 |
Key Summary
JEGA | QRE | |
|---|---|---|
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. | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 492.25m in AUM and 48 holdings. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. |
Top 3 holdings | JPM Global Eqy Prm Inc Act UC ETF USDDis (99.73 %) | S&P/ASX 200 R IDX MAR26 (0 %) BHP GROUP LTD (34.59 %) RIO TINTO LTD (7.99 %) |
Top 3 industries | Materials (73.55 %) Energy (18.66 %) Utilities (3.92 %) | |
Top 3 countries | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) | Australia (95.29 %) United States (3.12 %) United Kingdom of Great Britain and Northern Ireland (0.81 %) |
Management fee | 0.4 % | 0.34 % |
Key Summary
JEGA | QRE | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.34 % |
Price | $48.01 | $9.57 |
Size | $20.124 million | $466.770 million |
10Y return | N/A | 174.21 % |
Annual distribution yield (5Y) | 4.53 % | 6.49 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 122 |
Median incremental investment | $24,243.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,914.69 | $2,076.12 |
Average age group | > 35 | > 35 |
Pros and Cons
JEGA | QRE | |
|---|---|---|
Pros |
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Cons |
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JEGA | QRE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |