Compare AU
Compare T3MP vs. EIGA
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 Jpmorgan Climate Chg Sol Active ETF (Managed Fund) (T3MP) and the Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
T3MP | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $567.50 | $599.39 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $560.70 | $1,486.08 |
Average age group | < 26 | > 35 |
Key Summary
T3MP | EIGA | |
|---|---|---|
Strategy | T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Trane Technologies PLC Class A (4.75 %) Quanta Services Inc (4.49 %) Hitachi Ltd (4.43 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Industrials (73.12 %) Utilities (26.88 %) Consumer Discretionary (9.68 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | United States (41.52 %) France (12.60 %) Japan (7.95 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.55 % | 0.8 % |
Key Summary
T3MP | EIGA | |
|---|---|---|
Issuer | JPMorgan | Perennial |
Tracking index | MSCI All Country World Index - Benchmark TR Net | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.8 % |
Price | $62.30 | $3.84 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.34 % | 6.44 % |
Market | ASX | ASX |
First listed date | 08/12/2022 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
T3MP | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 62 |
Median incremental investment | $567.50 | $599.39 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $560.70 | $1,486.08 |
Average age group | < 26 | > 35 |
Pros and Cons
T3MP | EIGA | |
|---|---|---|
Pros |
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Cons |
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T3MP | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |