Compare AU
Compare JREG vs. IBAL
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 iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,496.75 | $993.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $6,335.81 | $967.56 |
Average age group | > 35 | > 35 |
Key Summary
JREG | IBAL | |
|---|---|---|
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, | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | NVIDIA Corp (5.04 %) Apple Inc (4.82 %) Microsoft Corp (4.52 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.25 %) iShares Core MSCI Australia ESG ETF (19.61 %) iShares Treasury ETF (18.87 %) |
Top 3 industries | Information Technology (52.77 %) Other (15.69 %) Consumer Discretionary (15.54 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.3 % | 0.22 % |
Key Summary
JREG | IBAL | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.22 % |
Price | $77.74 | $29.32 |
Size | N/A | $13.075 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 1.30 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,496.75 | $993.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $6,335.81 | $967.56 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | IBAL | |
|---|---|---|
Pros |
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Cons |
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JREG | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |