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Compare JHLO vs. DGSM
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 DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | DGSM | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 19 |
Median incremental investment | $0 | $2,040.79 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,838.20 |
Average age group | N/A | > 35 |
Key Summary
JHLO | DGSM | |
|---|---|---|
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. | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | Astera Labs Inc (0.55 %) Ciena Corp (0.45 %) SanDisk Corp Ordinary Shares (0.44 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 0.55 % | 0.647 % |
Key Summary
JHLO | DGSM | |
|---|---|---|
Issuer | JPMorgan | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.647 % |
Price | $62.11 | $39.30 |
Size | $4.955 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.45 % | 2.26 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | DGSM | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 19 |
Median incremental investment | $0 | $2,040.79 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,838.20 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | DGSM | |
|---|---|---|
Pros |
| |
Cons |
|
JHLO | DGSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |