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Compare JHLO vs. SSO
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 State Street SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | SSO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $1,447.60 |
Average age group | N/A | > 35 |
Key Summary
JHLO | SSO | |
|---|---|---|
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. | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 30.3m in AUM and 197 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | JPMorgan Global Select Equity ETF (95.63 %) | Greatland Resources Ltd (2.09 %) Regis Resources Ltd (2.03 %) Westgold Resources Ltd (1.98 %) |
Top 3 industries | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 0.55 % | 0.5 % |
Key Summary
JHLO | SSO | |
|---|---|---|
Issuer | JPMorgan | State Street |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.5 % |
Price | $57.28 | $15.40 |
Size | $3.842 million | $28.002 million |
10Y return | N/A | 31.29 % |
Annual distribution yield (5Y) | 1.16 % | 5.74 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | SSO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $1,447.60 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | SSO | |
|---|---|---|
Pros |
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Cons |
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JHLO | SSO |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |