Compare AU
Compare JREG vs. HEUR
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 Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $4,496.75 | $1,220.36 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,473.55 | $3,827.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
JREG | HEUR | |
|---|---|---|
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, | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | Apple Inc (5.22 %) NVIDIA Corp (5.02 %) Microsoft Corp (4.60 %) | ASML HOLDING NV (6.63 %) SAP SE (6.21 %) LVMH MOET HENNESSY LOUIS VUITT (4.27 %) |
Top 3 industries | Information Technology (49.69 %) Other (22.31 %) Consumer Discretionary (15.87 %) | Other (99.58 %) Financials (4.65 %) Consumer Staples (3.10 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) |
Management fee | 0.3 % | 0.56 % |
Key Summary
JREG | HEUR | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P Eurozone Exporters AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.56 % |
Price | $78.95 | $15.27 |
Size | N/A | $44.468 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 5.86 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $4,496.75 | $1,220.36 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,473.55 | $3,827.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JREG | HEUR | |
|---|---|---|
Pros |
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Cons |
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JREG | HEUR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |