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Compare JRHG vs. DBBF
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 Ethical Diversified Balanced ETF (DBBF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | DBBF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 10 |
Median incremental investment | $0 | $5,002.80 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,118.55 |
Average age group | N/A | 26 - 35 |
Key Summary
JRHG | DBBF | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | DBBF.AX was created on 2019-12-15 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. DBBF.AX aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. |
Top 3 holdings | NVIDIA Corp (5.58 %) Microsoft Corp (4.82 %) JPM USD Liquidity LVNAV X (acc.) (4.77 %) | BETASHARES ETHICAL AUSTRALIAN (29.78 %) BETASHARES GLOBAL SUSTAINABILI (21.20 %) BETASHARES AUSTRALIAN SUSTAINA (19.66 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | |
Management fee | 0.3 % | 0.26 % |
Key Summary
JRHG | DBBF | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.26 % |
Price | $70.06 | $26.43 |
Size | $40.056 million | $38.354 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.98 % | 3.48 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 11/12/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | DBBF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 10 |
Median incremental investment | $0 | $5,002.80 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,118.55 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JRHG | DBBF | |
|---|---|---|
Pros |
| |
Cons |
|
JRHG | DBBF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |