Compare AU

Compare JRHG vs. RDV

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 RDV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JRHG

RDV

Popularity

N/A

Low

Pearlers invested

0

25

Median incremental investment

$0

$553.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,430.00

Average age group

N/A

> 35


Key Summary

JRHG

RDV

Strategy

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

RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term.

Top 3 holdings

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

Commonwealth Bank of Australia (7.69 %)

BHP Group Ltd (6.52 %)

Westpac Banking Corp (6.07 %)

Top 3 industries

Financials (65.21 %)

Materials (13.63 %)

Communication Services (7.70 %)

Top 3 countries

Australia (99.57 %)

China (0.43 %)

Management fee

0.3 %

0.34 %


Key Summary

JRHG

RDV

Issuer

JPMorgan

Russell

Tracking index

MSCI World ex Australia - AUD - Benchmark TR Net Hedged

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.34 %

Price

$65.29

$32.29

Size

N/A

$256.531 million

10Y return

N/A

8.21 %

Annual dividend/ distribution yield (5Y)

0.14 %

6.63 %

Market

ASX

ASX

First listed date

15/11/2023

14/05/2010

Purchase fee

$6.50

$6.50


Community Stats

JRHG

RDV

Popularity

N/A

Low

Pearlers invested

0

25

Median incremental investment

$0

$553.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,430.00

Average age group

N/A

> 35


Pros and Cons

JRHG

RDV

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

JRHG

RDV

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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