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Compare JRHG vs. HCRD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Gl Re En In Eqh Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JRHG and HCRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JRHG

HCRD

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$5,036.61

Median investment frequency

N/A

Monthly

Median total investment

$0

$23,725.00

Average age group

N/A

> 35


Key Summary

JRHG

HCRD

Strategy

JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity.

HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses.

Top 3 holdings

Jpmorgan Gl Re En In Eqh Active ETF (Managed Fund) (100 %)

CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %)

VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %)

REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

Management fee

0.3 %

0.29 %


Key Summary

JRHG

HCRD

Issuer

JPMorgan

BetaShares

Tracking index

MSCI World ex Australia - AUD - Benchmark TR Net Hedged

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.29 %

Price

$65.16

$25.00

Size

N/A

$29.376 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.14 %

1.90 %

Market

ASX

ASX

First listed date

15/11/2023

15/11/2022

Purchase fee

$6.50

$6.50


Community Stats

JRHG

HCRD

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$5,036.61

Median investment frequency

N/A

Monthly

Median total investment

$0

$23,725.00

Average age group

N/A

> 35


Pros and Cons

JRHG

HCRD

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

JRHG

HCRD

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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