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Compare VSO 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 Vanguard MSCI Australian Small Companies Index ETF (VSO) and the Jpmorgan Global Research En Index Eqty Active ETF (JREG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | JREG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 309 | 4 |
Median incremental investment | $999.87 | $2,746.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,905.10 | $668.33 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | JREG | |
|---|---|---|
Strategy | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. | 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 | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | NVIDIA Corp (5.39 %) Apple Inc (4.67 %) Microsoft Corp (3.19 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) |
Top 3 countries | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) |
Management fee | 0.3 % | 0.3 % |
Key Summary
VSO | JREG | |
|---|---|---|
Issuer | Vanguard | JPMorgan |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | MSCI World ex Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $76.45 | $89.11 |
Size | N/A | $73.179 million |
10Y return | 52.17 % | N/A |
Annual distribution yield (5Y) | 4.87 % | 2.10 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | JREG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 309 | 4 |
Median incremental investment | $999.87 | $2,746.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,905.10 | $668.33 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | JREG | |
|---|---|---|
Pros |
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Cons |
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VSO | JREG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |