Compare AU
Compare MSTR vs. JREG
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 Morningstar International Shares Active ETF (Managed Fund) (MSTR) and the Jpmorgan Gl Res En In Eq Active ETF (Managed Fund) (JREG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | JREG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $505.50 | $4,496.75 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $2,157.12 | $6,683.00 |
Average age group | > 35 | > 35 |
Key Summary
MSTR | JREG | |
|---|---|---|
Strategy | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares | JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark, |
Top 3 holdings | Chunghwa Telecom Co Ltd (2.85 %) Illinois Tool Works Inc (2.47 %) Visa Inc Class A (1.93 %) | NVIDIA Corp (5.04 %) Apple Inc (4.82 %) Microsoft Corp (4.52 %) |
Top 3 industries | Industrials (30.43 %) Communication Services (23.51 %) Information Technology (21.36 %) | Information Technology (52.04 %) Other (18.31 %) Communication Services (12.44 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) |
Management fee | 0.39 % | 0.3 % |
Key Summary
MSTR | JREG | |
|---|---|---|
Issuer | Morningstar | JPMorgan |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.3 % |
Price | $9.63 | $82.00 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.65 % | 0.67 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | JREG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $505.50 | $4,496.75 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $2,157.12 | $6,683.00 |
Average age group | > 35 | > 35 |
Pros and Cons
MSTR | JREG | |
|---|---|---|
Pros |
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Cons |
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MSTR | JREG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |