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Compare JREG vs. E200
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 SPDR S&P/ASX 200 Esg ETF (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 32 |
Median incremental investment | $4,000.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,185.52 | $2,509.92 |
Average age group | > 35 | > 35 |
Key Summary
JREG | E200 | |
|---|---|---|
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, | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 130.7m in AUM and 101 holdings. The SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | NVIDIA Corp (6.24 %) Apple Inc (4.90 %) Microsoft Corp (4.72 %) | Commonwealth Bank of Australia (12.58 %) BHP Group Ltd (11.09 %) Westpac Banking Corp (6.32 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) |
Management fee | 0.3 % | 0.05 % |
Key Summary
JREG | E200 | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.05 % |
Price | $84.68 | $26.56 |
Size | $56.079 million | $246.855 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 5.45 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 32 |
Median incremental investment | $4,000.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,185.52 | $2,509.92 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | E200 | |
|---|---|---|
Pros |
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Cons |
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JREG | E200 |
|---|---|
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 |