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Compare JREG vs. MTUM
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 Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 11 |
Median incremental investment | $1,493.50 | $633.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $644.63 | $1,633.20 |
Average age group | > 35 | > 35 |
Key Summary
JREG | MTUM | |
|---|---|---|
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, | N/A |
Top 3 holdings | NVIDIA Corp (5.84 %) JPM USD Liquidity LVNAV X dist. (4.57 %) Apple Inc (4.56 %) | SPI 200 FUTURES JUN26 (0 %) ANZ GROUP HOLDINGS LTD (7.65 %) RIO TINTO LTD (7.49 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
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 % |
Key Summary
JREG | MTUM | |
|---|---|---|
Issuer | JPMorgan | |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | Stock |
Management fee | 0.3 % | 0 % |
Price | $85.69 | $26.97 |
Size | $66.432 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 1.19 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 11 |
Median incremental investment | $1,493.50 | $633.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $644.63 | $1,633.20 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
JREG | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |