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Compare JREG vs. HQUS
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 Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $4,000.00 | $4,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,624.32 | $4,566.52 |
Average age group | > 35 | > 35 |
Key Summary
JREG | HQUS | |
|---|---|---|
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, | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | NVIDIA Corp (5.84 %) Apple Inc (4.71 %) JPM USD Liquidity LVNAV X (dist.) (3.91 %) | BetaShares S&P 500 Equal Weight ETF (99.92 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) |
Management fee | 0.3 % | 0.29 % |
Key Summary
JREG | HQUS | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $80.70 | $48.30 |
Size | $62.225 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 1.68 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $4,000.00 | $4,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,624.32 | $4,566.52 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | HQUS | |
|---|---|---|
Pros |
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Cons |
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JREG | HQUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |