Compare AU
Compare JRHG vs. HCRD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 |
| |
Cons |
|
JRHG | HCRD |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |