Back
Compare AU
Compare JRHG vs. WVOL
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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | WVOL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $2,595.20 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,136.07 |
Average age group | N/A | > 35 |
Key Summary
JRHG | WVOL | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | NVIDIA Corp (5.23 %) Apple Inc (4.58 %) JPM USD Liquidity LVNAV X (acc.) (4.56 %) | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) |
Management fee | 0.3 % | 0.3 % |
Key Summary
JRHG | WVOL | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $74.40 | $44.25 |
Size | $24.954 million | $74.542 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.98 % | 2.73 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | WVOL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $2,595.20 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,136.07 |
Average age group | N/A | > 35 |
Pros and Cons
JRHG | WVOL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JRHG | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |