Compare AU
Compare JREG vs. L1IF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JREG and L1IF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JREG | L1IF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,496.75 | $30,000.00 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $6,431.17 | $32,147.01 |
Average age group | > 35 | > 35 |
Key Summary
JREG | L1IF | |
|---|---|---|
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, | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. |
Top 3 holdings | NVIDIA Corp (5.04 %) Apple Inc (4.82 %) Microsoft Corp (4.52 %) | L1 Capital International Fund (Managed Fund) (100 %) |
Top 3 industries | Information Technology (52.77 %) Other (15.69 %) Consumer Discretionary (15.54 %) | |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | |
Management fee | 0.3 % | 1.2 % |
Key Summary
JREG | L1IF | |
|---|---|---|
Issuer | JPMorgan | L1 Capital |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 1.2 % |
Price | $78.91 | $6.57 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.67 % | 0.18 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 21/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | L1IF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,496.75 | $30,000.00 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $6,431.17 | $32,147.01 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | L1IF | |
|---|---|---|
Pros |
| |
Cons |
|
JREG | L1IF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |