Compare AU
Compare JHLO vs. SPY
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 SPY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | SPY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 246 |
Median incremental investment | $0 | $1,200.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,649.96 |
Average age group | N/A | 26 - 35 |
Key Summary
JHLO | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | Apple Inc (7.25 %) Microsoft Corp (5.82 %) NVIDIA Corp (5.63 %) |
Top 3 industries | Information Technology (59.71 %) Consumer Discretionary (15.95 %) Communication Services (14.13 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0.55 % | 0.0945 % |
Key Summary
JHLO | SPY | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.0945 % |
Price | $54.38 | $885.74 |
Size | N/A | $946.078 billion |
10Y return | N/A | 224.57 % |
Annual dividend/ distribution yield (5Y) | 0.23 % | 1.28 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | SPY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 246 |
Median incremental investment | $0 | $1,200.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,649.96 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHLO | SPY | |
|---|---|---|
Pros |
| |
Cons |
|
JHLO | SPY |
|---|---|
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 |