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Compare JRHG vs. BGBL
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 In Eqty (H) Active ETF (JRHG) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | BGBL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,103 |
Median incremental investment | $41,593.50 | $2,007.98 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $38,886.04 | $7,494.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
JRHG | BGBL | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | NVIDIA Corp (5.67 %) Apple Inc (4.85 %) JPM USD Liquidity LVNAV X acc. (4.00 %) | MSCI WORLD INDEX SEP26 (0 %) NVIDIA CORP (5.66 %) APPLE INC (5.34 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) |
Management fee | 0.3 % | 0.08 % |
Key Summary
JRHG | BGBL | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.08 % |
Price | $74.21 | $84.13 |
Size | $25.344 million | $4.637 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.62 % | 1.05 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | BGBL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,103 |
Median incremental investment | $41,593.50 | $2,007.98 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $38,886.04 | $7,494.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JRHG | BGBL | |
|---|---|---|
Pros |
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Cons |
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JRHG | BGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |