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Compare JHLO vs. QFN
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 QFN. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | QFN | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 31 |
Median incremental investment | $0 | $770.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,889.60 |
Average age group | N/A | > 35 |
Key Summary
JHLO | QFN | |
|---|---|---|
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. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 84.5m in AUM and 29 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | S&P/ASX200 F-REIT DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (29.71 %) WESTPAC BANKING CORP (15.00 %) |
Top 3 industries | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) | |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | |
Management fee | 0.55 % | 0.34 % |
Key Summary
JHLO | QFN | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.34 % |
Price | $59.01 | $17.18 |
Size | $3.815 million | $123.734 million |
10Y return | N/A | 56.18 % |
Annual dividend/ distribution yield (5Y) | 1.16 % | 2.99 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | QFN | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 31 |
Median incremental investment | $0 | $770.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,889.60 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | QFN | |
|---|---|---|
Pros |
| |
Cons |
|
JHLO | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |