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Compare MOAT vs. JHGA
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 VanEck Morningstar Wide Moat ETF (MOAT) and the Jpm Gbl Equity Premium Income Hedged Complex ETF (JHGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 557 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,126.65 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOAT | JHGA | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | JHGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.38 %) United Parcel Service Inc Class B (3.18 %) IDEX Corp (2.99 %) | JPM Global Eqy Prm Inc Act UC ETF USDDis (97.85 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) |
Management fee | 0.49 % | 0.4 % |
Key Summary
MOAT | JHGA | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $125.38 | $50.48 |
Size | $959.004 million | $8.688 million |
10Y return | 222.31 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 4.72 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 31/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 557 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,126.65 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOAT | JHGA | |
|---|---|---|
Pros |
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Cons |
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MOAT | JHGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |