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Compare JREG vs. IUSG
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 iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | IUSG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $1,493.50 | $25,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $669.44 | $74,569.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
JREG | IUSG | |
|---|---|---|
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, | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index |
Top 3 holdings | NVIDIA Corp (5.37 %) Apple Inc (4.59 %) JPM USD Liquidity LVNAV X (dist.) (4.42 %) | ISHARES $ TREASURY BOND UCIT AUDHD (99.98 %) AUD CASH (0.02 %) EUR CASH (0.00 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | |
Management fee | 0.3 % | 0.26 % |
Key Summary
JREG | IUSG | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.26 % |
Price | $83.68 | $99.81 |
Size | $63.321 million | $11.469 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 3.17 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 21/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | IUSG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $1,493.50 | $25,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $669.44 | $74,569.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JREG | IUSG | |
|---|---|---|
Pros |
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Cons |
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JREG | IUSG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |