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Compare JREG vs. SPY
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 SPDR S&P 500 ETF (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 | 3 | 300 |
Median incremental investment | $4,000.00 | $1,200.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,188.46 | $3,109.32 |
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 SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | NVIDIA Corp (6.24 %) Apple Inc (4.90 %) Microsoft Corp (4.72 %) | NVIDIA Corp (7.51 %) Apple Inc (7.11 %) Microsoft Corp (6.13 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
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 | $84.68 | $1,033.77 |
Size | $56.079 million | $63.961 thousand |
10Y return | N/A | 260.16 % |
Annual distribution yield (5Y) | 1.96 % | 1.17 % |
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 | 3 | 300 |
Median incremental investment | $4,000.00 | $1,200.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,188.46 | $3,109.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JREG | SPY | |
|---|---|---|
Pros |
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Cons |
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JREG | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |