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Compare MOAT vs. JRHG
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 Jpmorgan Global Research En In Eqty (H) Active ETF (JRHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | JRHG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 557 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,144.80 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOAT | JRHG | |
|---|---|---|
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. | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. |
Top 3 holdings | United Parcel Service Inc Class B (3.16 %) IDEX Corp (3.08 %) Huntington Ingalls Industries Inc (3.04 %) | NVIDIA Corp (5.78 %) Apple Inc (4.99 %) Microsoft Corp (4.44 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) |
Management fee | 0.49 % | 0.3 % |
Key Summary
MOAT | JRHG | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.3 % |
Price | $125.60 | $74.82 |
Size | $960.276 million | $38.624 million |
10Y return | 233.24 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 0.98 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 15/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | JRHG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 557 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,144.80 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOAT | JRHG | |
|---|---|---|
Pros |
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Cons |
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MOAT | JRHG |
|---|---|
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 |