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Compare JHLO vs. IGB
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 IGB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | IGB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $842.93 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,034.90 |
Average age group | N/A | 26 - 35 |
Key Summary
JHLO | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 424.41m in AUM and 30 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | |
Management fee | 0.55 % | 0.26 % |
Key Summary
JHLO | IGB | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.26 % |
Price | $60.27 | $96.90 |
Size | $4.866 million | $425.441 million |
10Y return | N/A | -9.44 % |
Annual dividend/ distribution yield (5Y) | 2.45 % | 1.93 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | IGB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $842.93 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,034.90 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHLO | IGB | |
|---|---|---|
Pros |
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Cons |
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JHLO | IGB |
|---|---|
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 |