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Compare JRHG vs. IIGF
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 Intelligent Investor Eq Growth Fund Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 12 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,485.08 |
Average age group | N/A | > 35 |
Key Summary
JRHG | IIGF | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | NVIDIA Corp (5.51 %) Apple Inc (5.14 %) Microsoft Corp (4.53 %) | ResMed Inc Chess Depository Interest (5.60 %) Mineral Resources Ltd (5.59 %) New Hope Corp Ltd (5.14 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0.3 % | 0.97 % |
Key Summary
JRHG | IIGF | |
|---|---|---|
Issuer | JPMorgan | Intelligent Investor |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.97 % |
Price | $74.32 | $3.24 |
Size | $41.696 million | $93.913 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.98 % | 5.59 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 12 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,485.08 |
Average age group | N/A | > 35 |
Pros and Cons
JRHG | IIGF | |
|---|---|---|
Pros |
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Cons |
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JRHG | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |