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Compare JHLO vs. QUAL
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 QUAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | QUAL | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,411 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,657.48 |
Average age group | N/A | > 35 |
Key Summary
JHLO | QUAL | |
|---|---|---|
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. | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | Meta Platforms Inc Class A (5.09 %) NVIDIA Corp (4.61 %) Apple Inc (4.60 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.55 % | 0.4 % |
Key Summary
JHLO | QUAL | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $59.96 | $63.06 |
Size | $3.881 million | $8.139 billion |
10Y return | N/A | 240.68 % |
Annual dividend/ distribution yield (5Y) | 1.16 % | 2.05 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | QUAL | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,411 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,657.48 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | QUAL | |
|---|---|---|
Pros |
| |
Cons |
|
JHLO | QUAL |
|---|---|
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 |