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Compare ISO vs. JHGA
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 iShares S&P/ASX Small Ordinaries ETF (ISO) and the Jpm Gbl Equity Premium Income Hedged Complex ETF (JHGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 9 | 0 |
Median incremental investment | $756.18 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,398.00 | $0 |
Average age group | > 35 | N/A |
Key Summary
ISO | JHGA | |
|---|---|---|
Strategy | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 201.72m in AUM and 194 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX. | JHGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | JPM Global Eqy Prm Inc Act UC ETF USDDis (97.85 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) |
Management fee | 0.55 % | 0.4 % |
Key Summary
ISO | JHGA | |
|---|---|---|
Issuer | iShares | JPMorgan |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $5.50 | $50.48 |
Size | $190.248 million | $7.729 million |
10Y return | 54.49 % | N/A |
Annual distribution yield (5Y) | 4.44 % | 4.38 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 31/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 9 | 0 |
Median incremental investment | $756.18 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,398.00 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
ISO | JHGA | |
|---|---|---|
Pros |
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Cons |
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ISO | JHGA |
|---|---|
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 |