Back
Compare AU
Compare JHLO vs. DACE
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 Jpmorgan Global Select Equity (Hedged) Active ETF (JHLO) and the Dimensional Australian Core Equity Trust - Active ETF (DACE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | DACE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 19 |
Median incremental investment | $0 | $2,446.75 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,032.04 |
Average age group | N/A | 26 - 35 |
Key Summary
JHLO | DACE | |
|---|---|---|
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. | DACE.AX was created on 2006-07-03 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio |
Top 3 holdings | JPMorgan Global Select Equity ETF (95.63 %) | BHP Group Ltd (9.04 %) Commonwealth Bank of Australia (3.94 %) Westpac Banking Corp (2.86 %) |
Top 3 industries | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) |
Management fee | 0.55 % | 0.28 % |
Key Summary
JHLO | DACE | |
|---|---|---|
Issuer | JPMorgan | Dimensional |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.28 % |
Price | $57.24 | $18.34 |
Size | $3.854 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.16 % | 2.57 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | DACE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 19 |
Median incremental investment | $0 | $2,446.75 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,032.04 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHLO | DACE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JHLO | DACE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |