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Compare JRHG vs. ZYUS

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

Community Stats

JRHG

ZYUS

Popularity

N/A

Low

Pearlers invested

0

84

Median incremental investment

$0

$634.25

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,840.92

Average age group

N/A

26 - 35


Key Summary

JRHG

ZYUS

Strategy

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

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

Top 3 holdings

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

Altria Group Inc (3.09 %)

Kinder Morgan Inc Class P (2.97 %)

Bristol-Myers Squibb Co (2.90 %)

Top 3 industries

Real Estate (27.20 %)

Communication Services (20.83 %)

Consumer Staples (20.54 %)

Top 3 countries

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

Management fee

0.3 %

0.35 %


Key Summary

JRHG

ZYUS

Issuer

JPMorgan

ETFS

Tracking index

MSCI World ex Australia - AUD - Benchmark TR Net Hedged

S&P 500 Low Volatility High Dividend Index

Asset class

ETF

ETF

Management fee

0.3 %

0.35 %

Price

$63.91

$15.87

Size

N/A

$77.650 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.14 %

4.97 %

Market

ASX

ASX

First listed date

15/11/2023

12/06/2015

Purchase fee

$6.50

$6.50


Community Stats

JRHG

ZYUS

Popularity

N/A

Low

Pearlers invested

0

84

Median incremental investment

$0

$634.25

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,840.92

Average age group

N/A

26 - 35


Pros and Cons

JRHG

ZYUS

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

JRHG

ZYUS

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

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