Compare AU
Compare JREG vs. DGGF
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 Gl Res En In Eq Active ETF (Managed Fund) (JREG) and the BetaShares Ethical Diversified Growth ETF (DGGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 24 |
Median incremental investment | $4,496.75 | $990.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $6,473.55 | $2,508.50 |
Average age group | > 35 | > 35 |
Key Summary
JREG | DGGF | |
|---|---|---|
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, | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations |
Top 3 holdings | Apple Inc (5.22 %) NVIDIA Corp (5.02 %) Microsoft Corp (4.60 %) | BETASHARES GLOBAL SUSTAINABILI (32.17 %) BETASHARES SUSTAINABILITY LEAD (29.65 %) BETASHARES AUSTRALIAN SUSTAINA (24.99 %) |
Top 3 industries | Information Technology (49.69 %) Other (22.31 %) Consumer Discretionary (15.87 %) | Other (99.70 %) Communication Services (0.30 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) |
Management fee | 0.3 % | 0.26 % |
Key Summary
JREG | DGGF | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.26 % |
Price | $78.95 | $28.88 |
Size | N/A | $50.366 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 4.20 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 09/12/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 24 |
Median incremental investment | $4,496.75 | $990.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $6,473.55 | $2,508.50 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | DGGF | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JREG | DGGF |
|---|---|
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 |