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Compare JRHG vs. MKAX
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 Montaka Global Extension Fund - Complex ETF (MKAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | MKAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $4,990.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,558.40 |
Average age group | N/A | 26 - 35 |
Key Summary
JRHG | MKAX | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.09m in AUM and 639 holdings. | MKAX.AX was created on 2020-06-24 by Montaka. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to provide Unitholders with long term capital growth, with a focus on managing downside risk. |
Top 3 holdings | NVIDIA Corp (5.84 %) Apple Inc (4.71 %) JPM USD Liquidity LVNAV X (acc.) (3.91 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | United States (88.72 %) China (4.98 %) Australia (2.24 %) |
Management fee | 0.3 % | 1.25 % |
Key Summary
JRHG | MKAX | |
|---|---|---|
Issuer | JPMorgan | Montaka |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 1.25 % |
Price | $73.52 | $2.94 |
Size | $25.444 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.98 % | 5.95 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | MKAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $4,990.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,558.40 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JRHG | MKAX | |
|---|---|---|
Pros |
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Cons |
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JRHG | MKAX |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |