Compare AU
Compare JREG vs. ERTH
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 Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 367 |
Median incremental investment | $4,496.75 | $601.67 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,473.55 | $918.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
JREG | ERTH | |
|---|---|---|
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, | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | Apple Inc (5.22 %) NVIDIA Corp (5.02 %) Microsoft Corp (4.60 %) | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) |
Top 3 industries | Information Technology (49.69 %) Other (22.31 %) Consumer Discretionary (15.87 %) | Other (56.12 %) Information Technology (13.12 %) Industrials (11.87 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.3 % | 0.55 % |
Key Summary
JREG | ERTH | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.55 % |
Price | $79.43 | $9.05 |
Size | N/A | $94.787 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 0.60 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 367 |
Median incremental investment | $4,496.75 | $601.67 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,473.55 | $918.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JREG | ERTH | |
|---|---|---|
Pros |
| |
Cons |
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JREG | ERTH |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |