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Compare JREG vs. BOND
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 State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 11 |
Median incremental investment | $2,590.25 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $595.05 | $548.90 |
Average age group | > 35 | > 35 |
Key Summary
JREG | BOND | |
|---|---|---|
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, | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 39.04m in AUM and 224 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. |
Top 3 holdings | NVIDIA Corp (5.23 %) Apple Inc (4.58 %) JPM USD Liquidity LVNAV X (dist.) (4.56 %) | Australia (Commonwealth of) 4.25% (1.76 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | |
Management fee | 0.3 % | 0.1 % |
Key Summary
JREG | BOND | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.1 % |
Price | $79.34 | $24.95 |
Size | $60.360 million | $39.025 million |
10Y return | N/A | -5.06 % |
Annual distribution yield (5Y) | 1.96 % | 1.58 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 11 |
Median incremental investment | $2,590.25 | $516.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $595.05 | $548.90 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | BOND | |
|---|---|---|
Pros |
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Cons |
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JREG | BOND |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |