Compare AU

Compare JHLO vs. RDV

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 RDV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JHLO

RDV

Popularity

N/A

Low

Pearlers invested

0

26

Median incremental investment

$0

$546.75

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,385.04

Average age group

N/A

> 35


Key Summary

JHLO

RDV

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.

RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 253.9m in AUM and 51 holdings. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term.

Top 3 holdings

Jpmorgan Global Select Equity (Hedged) Active ETF (100 %)

Commonwealth Bank of Australia (7.50 %)

BHP Group Ltd (6.54 %)

Westpac Banking Corp (5.93 %)

Top 3 industries

Financials (57.89 %)

Materials (14.00 %)

Communication Services (8.05 %)

Top 3 countries

Australia (99.57 %)

China (0.43 %)

Management fee

0.55 %

0.34 %


Key Summary

JHLO

RDV

Issuer

JPMorgan

Russell

Tracking index

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.34 %

Price

$54.30

$31.87

Size

N/A

$255.490 million

10Y return

N/A

9.11 %

Annual dividend/โ€Šdistribution yield (5Y)

0.23 %

6.49 %

Market

ASX

ASX

First listed date

25/04/2024

14/05/2010

Purchase fee

$6.50

$6.50


Community Stats

JHLO

RDV

Popularity

N/A

Low

Pearlers invested

0

26

Median incremental investment

$0

$546.75

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,385.04

Average age group

N/A

> 35


Pros and Cons

JHLO

RDV

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

JHLO

RDV

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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