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Compare JHLO vs. BNDS
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 BNDS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | BNDS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 15 |
Median incremental investment | $0 | $755.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,066.74 |
Average age group | N/A | > 35 |
Key Summary
JHLO | BNDS | |
|---|---|---|
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. | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 835.47m in AUM and 431 holdings. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (2.10 %) AUSTRALIAN GOVERNMENT 2.75% MAY-41 (1.65 %) NEW S WALES TREASURY CRP 1.75% MAR-34 (1.47 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | |
Management fee | 0.55 % | 0.42 % |
Key Summary
JHLO | BNDS | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Bloomberg AusBond Composite Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.42 % |
Price | $62.29 | $23.14 |
Size | $4.718 million | $843.002 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.45 % | 2.44 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | BNDS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 15 |
Median incremental investment | $0 | $755.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,066.74 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | BNDS | |
|---|---|---|
Pros |
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Cons |
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JHLO | BNDS |
|---|---|
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 |