Compare AU

Compare JREG vs. ALPH

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Gl Res En In Eq Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JREG and ALPH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JREG

ALPH

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$4,496.75

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$6,397.75

$0

Average age group

> 35

N/A


Key Summary

JREG

ALPH

Strategy

JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark,

ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide.

Top 3 holdings

NVIDIA Corp (5.04 %)

Apple Inc (4.82 %)

Microsoft Corp (4.52 %)

Schroder Global Equity Alpha Fund - Active ETF (100 %)

Top 3 industries

Information Technology (52.77 %)

Other (15.69 %)

Consumer Discretionary (15.54 %)

Top 3 countries

United States (73.29 %)

Japan (4.97 %)

United Kingdom of Great Britain and Northern Ireland (4.05 %)

Management fee

0.3 %

0 %


Key Summary

JREG

ALPH

Issuer

JPMorgan

Schroder

Tracking index

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.3 %

0 %

Price

$78.91

$10.17

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.67 %

- %

Market

ASX

ASX

First listed date

09/11/2022

08/12/2024

Purchase fee

$6.50

$6.50


Community Stats

JREG

ALPH

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$4,496.75

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$6,397.75

$0

Average age group

> 35

N/A


Pros and Cons

JREG

ALPH

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

JREG

ALPH

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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