Compare AU

Compare ZYUS vs. JREG

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

S&P 500 US Dividends & Low Volatility

ASX

Buy

Buy

Overview
Performance

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 S&P 500 US Dividends & Low Volatility (ZYUS) 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

ZYUS

JREG

Popularity

Low

Low

Pearlers invested

85

2

Median incremental investment

$625.00

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,729.08

$6,341.11

Average age group

26 - 35

> 35


Key Summary

ZYUS

JREG

Strategy

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

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

Altria Group Inc (3.12 %)

Kinder Morgan Inc Class P (3.01 %)

Bristol-Myers Squibb Co (2.86 %)

Apple Inc (4.97 %)

Microsoft Corp (4.72 %)

NVIDIA Corp (4.59 %)

Top 3 industries

Real Estate (27.52 %)

Communication Services (20.64 %)

Energy (20.51 %)

Information Technology (55.25 %)

Other (13.13 %)

Communication Services (13.13 %)

Top 3 countries

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

Management fee

0.35 %

0.3 %


Key Summary

ZYUS

JREG

Issuer

ETFS

JPMorgan

Tracking index

S&P 500 Low Volatility High Dividend Index

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.35 %

0.3 %

Price

$16.11

$77.59

Size

$76.381 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.81 %

0.67 %

Market

ASX

ASX

First listed date

12/06/2015

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

ZYUS

JREG

Popularity

Low

Low

Pearlers invested

85

2

Median incremental investment

$625.00

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,729.08

$6,341.11

Average age group

26 - 35

> 35


Pros and Cons

ZYUS

JREG

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

ZYUS

JREG

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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