Compare AU
Compare JREG vs. GLOB
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 Barrow Hanley Global Share Fund (Managed Fund) (GLOB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | GLOB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,496.75 | $992.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,434.43 | $4,496.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
JREG | GLOB | |
|---|---|---|
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, | GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Apple Inc (5.22 %) NVIDIA Corp (5.02 %) Microsoft Corp (4.60 %) | Bank of Nova Scotia (3.31 %) Comcast Corp Class A (2.93 %) Merck & Co Inc (2.90 %) |
Top 3 industries | Information Technology (49.69 %) Other (22.31 %) Consumer Discretionary (15.87 %) | Health Care (20.87 %) Utilities (18.30 %) Financials (12.59 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | United States (51.22 %) France (7.50 %) Canada (7.35 %) |
Management fee | 0.3 % | 0.99 % |
Key Summary
JREG | GLOB | |
|---|---|---|
Issuer | JPMorgan | Barrow Hanley |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.99 % |
Price | $78.95 | $4.84 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 3.69 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 05/06/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | GLOB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,496.75 | $992.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,434.43 | $4,496.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JREG | GLOB | |
|---|---|---|
Pros |
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Cons |
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JREG | GLOB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |