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Compare MOAT vs. JRHG

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Morningstar Wide Moat ETF

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

Community Stats

MOAT

JRHG

Popularity

Low

N/A

Pearlers invested

534

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,248.75

$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

Gilead Sciences Inc (2.91 %)

Boeing Co (2.88 %)

The Walt Disney Co (2.88 %)

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

Top 3 industries

Health Care (58.80 %)

Other (23.89 %)

Communication Services (21.03 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

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

$128.75

$65.91

Size

$1.052 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.59 %

0.14 %

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

534

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,248.75

$0

Average age group

> 35

N/A


Pros and Cons

MOAT

JRHG

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

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

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