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Compare JHLO vs. SFY
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 SFY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | SFY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 21 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,611.40 |
Average age group | N/A | 26 - 35 |
Key Summary
JHLO | SFY | |
|---|---|---|
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. | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 714.01m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | BHP Group Ltd (14.17 %) Commonwealth Bank of Australia (13.20 %) National Australia Bank Ltd (5.75 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 0.55 % | 0.2 % |
Key Summary
JHLO | SFY | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $62.41 | $80.57 |
Size | $4.935 million | $746.162 million |
10Y return | N/A | 56.23 % |
Annual dividend/ distribution yield (5Y) | 2.45 % | 4.40 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | SFY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 21 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,611.40 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHLO | SFY | |
|---|---|---|
Pros |
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Cons |
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JHLO | SFY |
|---|---|
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 |