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Compare JREG vs. MVOL
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 Edge MSCI Australia Minimum Volatility (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $4,000.00 | $504.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,169.00 | $2,889.15 |
Average age group | > 35 | > 35 |
Key Summary
JREG | MVOL | |
|---|---|---|
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, | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 28.48m in AUM and 102 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | NVIDIA Corp (5.51 %) Apple Inc (5.14 %) Microsoft Corp (4.53 %) | TELSTRA GROUP LTD (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | Australia (99.77 %) United Kingdom of Great Britain and Northern Ireland (0.23 %) |
Management fee | 0.3 % | 0.3 % |
Key Summary
JREG | MVOL | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $83.50 | $35.02 |
Size | $58.643 million | $28.382 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.96 % | 4.32 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $4,000.00 | $504.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,169.00 | $2,889.15 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | MVOL | |
|---|---|---|
Pros |
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Cons |
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JREG | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |