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Compare JREG vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,000.00 | $993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,431.17 | $2,902.90 |
Average age group | > 35 | < 26 |
Key Summary
JREG | LSGE | |
|---|---|---|
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, | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | NVIDIA Corp (5.84 %) Apple Inc (4.71 %) JPM USD Liquidity LVNAV X (dist.) (3.91 %) | Alphabet Inc Class A (7.85 %) Meta Platforms Inc Class A (7.53 %) Tesla Inc (5.96 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0.3 % | 0.99 % |
Key Summary
JREG | LSGE | |
|---|---|---|
Issuer | JPMorgan | Loomis Sayles |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.99 % |
Price | $78.91 | $2.03 |
Size | $61.270 million | $38.118 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 35.18 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,000.00 | $993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,431.17 | $2,902.90 |
Average age group | > 35 | < 26 |
Pros and Cons
JREG | LSGE | |
|---|---|---|
Pros |
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Cons |
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JREG | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |