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Compare JRHG vs. VHY
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 Vanguard Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | VHY | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 2,258 |
Median incremental investment | $0 | $1,003.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,284.04 |
Average age group | N/A | > 35 |
Key Summary
JRHG | VHY | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 5633.48m in AUM and 77 holdings. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | Microsoft Corp (4.85 %) NVIDIA Corp (4.84 %) Apple Inc (4.13 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | |
Management fee | 0.3 % | 0.25 % |
Key Summary
JRHG | VHY | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | FTSE Australia High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.25 % |
Price | $69.40 | $78.63 |
Size | $37.411 million | $5.643 billion |
10Y return | N/A | 33.61 % |
Annual distribution yield (5Y) | 0.98 % | 5.39 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | VHY | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 2,258 |
Median incremental investment | $0 | $1,003.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,284.04 |
Average age group | N/A | > 35 |
Pros and Cons
JRHG | VHY | |
|---|---|---|
Pros |
| |
Cons |
|
JRHG | VHY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |