Compare AU

Compare IAF vs. JHLO

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

Bloomberg Aussie Bonds

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

Community Stats

IAF

JHLO

Popularity

Low

N/A

Pearlers invested

501

0

Median incremental investment

$1,123.98

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,663.18

$0

Average age group

> 35

N/A


Key Summary

IAF

JHLO

Strategy

IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury,

JHLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation.

Top 3 holdings

AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

Jpmorgan Global Select Equity (Hedged) Active ETF (100 %)

Top 3 industries

Other (99.30 %)

Communication Services (0.26 %)

Financials (0.21 %)

Top 3 countries

Management fee

0.15 %

0.55 %


Key Summary

IAF

JHLO

Issuer

iShares

JPMorgan

Tracking index

Bloomberg AusBond Composite 0+ Yr Index - AUD

Asset class

ETF

ETF

Management fee

0.15 %

0.55 %

Price

$102.20

$54.67

Size

$2.649 billion

N/A

10Y return

-3.96 %

N/A

Annual distribution/ dividend yield (5Y)

1.89 %

0.23 %

Market

ASX

ASX

First listed date

14/03/2012

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

IAF

JHLO

Popularity

Low

N/A

Pearlers invested

501

0

Median incremental investment

$1,123.98

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,663.18

$0

Average age group

> 35

N/A


Pros and Cons

IAF

JHLO

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

IAF

JHLO

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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