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Compare JHLO vs. AASF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JHLO and AASF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | AASF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $1,002.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,361.16 |
Average age group | N/A | 26 - 35 |
Key Summary
JHLO | AASF | |
|---|---|---|
Strategy | 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. | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | BHP Group Ltd (12.66 %) Commonwealth Bank of Australia (7.46 %) National Australia Bank Ltd (5.37 %) |
Top 3 industries | Materials (24.59 %) Financials (21.58 %) Health Care (20.30 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Australia (89.57 %) United States (9.78 %) New Zealand (0.65 %) |
Management fee | 0.55 % | 0.78 % |
Key Summary
JHLO | AASF | |
|---|---|---|
Issuer | JPMorgan | Airlie |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.78 % |
Price | $60.92 | $4.03 |
Size | $4.786 million | $902.303 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.16 % | 3.63 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 03/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | AASF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $1,002.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,361.16 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHLO | AASF | |
|---|---|---|
Pros |
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Cons |
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JHLO | AASF |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |