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Compare JREG vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,000.00 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $6,628.40 | $3,883.60 |
Average age group | > 35 | > 35 |
Key Summary
JREG | GIVE | |
|---|---|---|
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, | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | NVIDIA Corp (5.78 %) Apple Inc (4.99 %) Microsoft Corp (4.44 %) | Deterra Royalties Ltd Ordinary Shares (7.72 %) Reliance Worldwide Corp Ltd (6.52 %) GPT Group (6.27 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.3 % | 0.65 % |
Key Summary
JREG | GIVE | |
|---|---|---|
Issuer | JPMorgan | Perpetual |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $81.33 | $2.92 |
Size | $61.971 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 9.52 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,000.00 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $6,628.40 | $3,883.60 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | GIVE | |
|---|---|---|
Pros |
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Cons |
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JREG | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |