Compare AU

Compare JREG vs. YANK

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 BetaShares Strong U.S. Dollar Fund (Hedge Fund) (YANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JREG

YANK

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$4,496.75

$9,971.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$6,473.55

$196.70

Average age group

> 35

> 35


Key Summary

JREG

YANK

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,

YANK.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. YANK.AX aims to provide geared exposure to changes in the value of the U.S. dollar against the Australian dollar.

Top 3 holdings

Apple Inc (5.22 %)

NVIDIA Corp (5.02 %)

Microsoft Corp (4.60 %)

AUDUSD CRNCY FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (104.29 %)

USD - UNITED STATES DOLLAR (-4.29 %)

Top 3 industries

Information Technology (49.69 %)

Other (22.31 %)

Consumer Discretionary (15.87 %)

Other (69.81 %)

Communication Services (30.19 %)

Top 3 countries

United States (73.29 %)

Japan (4.97 %)

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

Management fee

0.3 %

1.38 %


Key Summary

JREG

YANK

Issuer

JPMorgan

BetaShares

Tracking index

MSCI World ex Australia Index - AUD - Benchmark TR Net

Australian Dollar per U.S. Dollar

Asset class

ETF

ETF

Management fee

0.3 %

1.38 %

Price

$78.95

$13.80

Size

N/A

$9.294 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.67 %

3.86 %

Market

ASX

ASX

First listed date

09/11/2022

24/01/2017

Purchase fee

$6.50

$6.50


Community Stats

JREG

YANK

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$4,496.75

$9,971.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$6,473.55

$196.70

Average age group

> 35

> 35


Pros and Cons

JREG

YANK

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

JREG

YANK

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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