Compare AU
Compare JRHG vs. QUAL
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 QUAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | QUAL | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,285 |
Median incremental investment | $0 | $860.98 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,466.25 |
Average age group | N/A | > 35 |
Key Summary
JRHG | QUAL | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
Top 3 holdings | Jpmorgan Gl Re En In Eqh Active ETF (Managed Fund) (100 %) | Apple Inc (5.75 %) Meta Platforms Inc Class A (5.24 %) Microsoft Corp (5.19 %) |
Top 3 industries | Information Technology (42.68 %) Communication Services (22.59 %) Health Care (19.76 %) | |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.3 % | 0.4 % |
Key Summary
JRHG | QUAL | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | MSCI World ex Australia Quality Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $63.91 | $58.75 |
Size | N/A | $7.019 billion |
10Y return | N/A | 244.78 % |
Annual dividend/ distribution yield (5Y) | 0.14 % | 1.85 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | QUAL | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,285 |
Median incremental investment | $0 | $860.98 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,466.25 |
Average age group | N/A | > 35 |
Pros and Cons
JRHG | QUAL | |
|---|---|---|
Pros |
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Cons |
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JRHG | QUAL |
|---|---|
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 |