Compare AU

Compare JREG vs. SPY

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Gl Res En In Eq Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Gl Res En In Eq Active ETF (Managed Fund) (JREG) and the SPDR S&P 500 ETF Trust (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JREG

SPY

Popularity

Low

Low

Pearlers invested

2

218

Median incremental investment

$4,496.75

$1,193.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$6,310.55

$2,822.43

Average age group

> 35

26 - 35


Key Summary

JREG

SPY

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,

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

Top 3 holdings

NVIDIA Corp (5.04 %)

Apple Inc (4.82 %)

Microsoft Corp (4.52 %)

Apple Inc (7.60 %)

NVIDIA Corp (6.61 %)

Microsoft Corp (6.29 %)

Top 3 industries

Information Technology (52.77 %)

Other (15.69 %)

Consumer Discretionary (15.54 %)

Information Technology (60.74 %)

Consumer Discretionary (17.10 %)

Communication Services (12.81 %)

Top 3 countries

United States (73.29 %)

Japan (4.97 %)

United Kingdom of Great Britain and Northern Ireland (4.05 %)

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Management fee

0.3 %

0.0945 %


Key Summary

JREG

SPY

Issuer

JPMorgan

SPDR

Tracking index

MSCI World ex Australia Index - AUD - Benchmark TR Net

S&P 500

Asset class

ETF

ETF

Management fee

0.3 %

0.0945 %

Price

$77.43

$952.96

Size

N/A

$962.594 billion

10Y return

N/A

296.98 %

Annual distribution yield (5Y)

0.67 %

1.36 %

Market

ASX

ASX

First listed date

09/11/2022

13/10/2014

Purchase fee

$6.50

$6.50


Community Stats

JREG

SPY

Popularity

Low

Low

Pearlers invested

2

218

Median incremental investment

$4,496.75

$1,193.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$6,310.55

$2,822.43

Average age group

> 35

26 - 35


Pros and Cons

JREG

SPY

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

JREG

SPY

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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