Compare AU
Compare JREG vs. HVST
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 Australian Dividend Harvester Fund (Managed Fund) (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 53 |
Median incremental investment | $4,496.75 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,473.55 | $2,967.45 |
Average age group | > 35 | > 35 |
Key Summary
JREG | HVST | |
|---|---|---|
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, | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 239.15m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | Apple Inc (5.22 %) NVIDIA Corp (5.02 %) Microsoft Corp (4.60 %) | BETASHARES AUSTRALIA 200 ETF (24.67 %) BETASHARES AUSTRALIAN RESOURCE (8.94 %) BETASHARES S&P/ASX FINANCIAL S (8.58 %) |
Top 3 industries | Information Technology (49.69 %) Other (22.31 %) Consumer Discretionary (15.87 %) | Other (54.51 %) Financials (10.45 %) Health Care (6.55 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | 0.3 % | 0.65 % |
Key Summary
JREG | HVST | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $78.95 | $13.56 |
Size | N/A | $240.978 million |
10Y return | N/A | -47.20 % |
Annual distribution yield (5Y) | 0.67 % | 8.97 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 53 |
Median incremental investment | $4,496.75 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,473.55 | $2,967.45 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | HVST | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JREG | HVST |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |