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Compare JHLO vs. ESGI

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Global Select Equity (Hedged) Active ETF

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

JHLO

ESGI

Lower exposure to US market

Higher exposure to US market

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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