Compare AU
Compare JHLO vs. ESGI
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 ESGI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | ESGI | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,240 |
Median incremental investment | $0 | $746.22 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,919.32 |
Average age group | N/A | 26 - 35 |
Key Summary
JHLO | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | ASML Holding NV (5.94 %) NVIDIA Corp (5.09 %) Adobe Inc (4.10 %) |
Top 3 industries | Information Technology (54.58 %) Health Care (18.78 %) Other (15.14 %) | |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.55 % | 0.55 % |
Key Summary
JHLO | ESGI | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.55 % |
Price | $54.30 | $36.79 |
Size | N/A | $206.026 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.23 % | 3.26 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | ESGI | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,240 |
Median incremental investment | $0 | $746.22 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,919.32 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHLO | ESGI | |
|---|---|---|
Pros |
| |
Cons |
|
JHLO | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |