Compare AU
Compare JREG vs. YANK
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 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 |
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Cons |
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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 |