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Compare JREG vs. ALPH
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 Jpmorgan Global Research En Index Eqty Active ETF (JREG) and the Schroder Global Equity Alpha Fund - Active ETF (ALPH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $4,000.00 | $1,309.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,187.34 | $1,308.70 |
Average age group | > 35 | 26 - 35 |
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 (5.82 %) Microsoft Corp (4.80 %) Apple Inc (4.67 %) | Alphabet Inc Class A (6.56 %) Microsoft Corp (6.26 %) Broadcom Inc (4.38 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | |
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 | $84.81 | $11.38 |
Size | $55.931 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 0.36 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 08/12/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $4,000.00 | $1,309.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,187.34 | $1,308.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JREG | ALPH | |
|---|---|---|
Pros |
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Cons |
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JREG | ALPH |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |