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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 Global Research En Index Eqty Active ETF (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 | 10 |
Median incremental investment | $4,000.00 | $2,124.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,561.57 | $4,239.80 |
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 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 | NVIDIA Corp (5.84 %) Apple Inc (4.71 %) JPM USD Liquidity LVNAV X (dist.) (3.91 %) | Westpac Banking Corp. (2.25 %) VanEck Cash Plus Active ETF (1.98 %) National Australia Bank Ltd. (1.93 %) |
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 % | 0.22 % |
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 | $81.19 | $24.94 |
Size | $62.225 million | $1.014 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 2.66 % |
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 | 10 |
Median incremental investment | $4,000.00 | $2,124.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,561.57 | $4,239.80 |
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 |