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Compare JHLO vs. IIGF
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 IIGF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 11 |
Median incremental investment | $0 | $1,000.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,567.76 |
Average age group | N/A | > 35 |
Key Summary
JHLO | IIGF | |
|---|---|---|
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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (6.96 %) Lovisa Holdings Ltd (5.58 %) MA Financial Group Ltd (5.55 %) |
Top 3 industries | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0.55 % | 0.97 % |
Key Summary
JHLO | IIGF | |
|---|---|---|
Issuer | JPMorgan | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.97 % |
Price | $57.47 | $3.12 |
Size | $3.852 million | $97.139 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.16 % | 6.11 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 11 |
Median incremental investment | $0 | $1,000.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,567.76 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | IIGF | |
|---|---|---|
Pros |
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Cons |
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JHLO | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |