Compare AU

Compare JREG vs. HVST

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Gl Res En In Eq Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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

$6,437.69

$2,974.02

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. 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

NVIDIA Corp (5.04 %)

Apple Inc (4.82 %)

Microsoft Corp (4.52 %)

BETASHARES AUSTRALIA 200 ETF (24.84 %)

BETASHARES AUSTRALIAN RESOURCE (8.88 %)

BETASHARES S&P/ASX FINANCIAL S (8.41 %)

Top 3 industries

Information Technology (52.77 %)

Other (15.69 %)

Consumer Discretionary (15.54 %)

Other (54.56 %)

Financials (10.15 %)

Health Care (6.64 %)

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

$79.03

$13.65

Size

N/A

$236.894 million

10Y return

N/A

-44.94 %

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

$6,437.69

$2,974.02

Average age group

> 35

> 35


Pros and Cons

JREG

HVST

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

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

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