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Compare AU
Compare JHLO vs. RDV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Jpmorgan Global Select Equity (Hedged) Active ETF (JHLO) and the Russell Investments High Dividend Australian Shares ETF (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | RDV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 28 |
Median incremental investment | $0 | $593.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,281.00 |
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 333.73m 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 ETF (98.42 %) | Commonwealth Bank of Australia (8.12 %) BHP Group Ltd (5.71 %) Westpac Banking Corp (5.30 %) |
Top 3 industries | Financials (63.71 %) Materials (12.17 %) Communication Services (8.28 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Australia (100.00 %) |
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 | $60.22 | $34.16 |
Size | $4.210 million | $333.351 million |
10Y return | N/A | 24.04 % |
Annual distribution yield (5Y) | 1.16 % | 4.86 % |
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 | 28 |
Median incremental investment | $0 | $593.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,281.00 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | RDV | |
|---|---|---|
Pros |
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Cons |
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JHLO | RDV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |