Compare AU
Compare JREG vs. FLOT
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 VanEck Australian Floating Rate ETF (FLOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,496.75 | $2,126.36 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,434.43 | $14,671.99 |
Average age group | > 35 | > 35 |
Key Summary
JREG | FLOT | |
|---|---|---|
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, | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 750.5m in AUM and 194 holdings. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. |
Top 3 holdings | Apple Inc (5.22 %) NVIDIA Corp (5.02 %) Microsoft Corp (4.60 %) | Westpac Banking Corp. (2.53 %) National Australia Bank Ltd. (2.52 %) Westpac Banking Corp. (2.20 %) |
Top 3 industries | Information Technology (49.69 %) Other (22.31 %) Consumer Discretionary (15.87 %) | |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | |
Management fee | 0.3 % | 0.22 % |
Key Summary
JREG | FLOT | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.22 % |
Price | $78.95 | $24.91 |
Size | N/A | $759.762 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 2.65 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 07/07/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,496.75 | $2,126.36 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,434.43 | $14,671.99 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | FLOT | |
|---|---|---|
Pros |
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Cons |
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JREG | FLOT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |