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Compare JHLO vs. SWTZ
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 SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,457.95 |
Average age group | N/A | > 35 |
Key Summary
JHLO | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | ||
Management fee | 0.55 % | 0.89 % |
Key Summary
JHLO | SWTZ | |
|---|---|---|
Issuer | JPMorgan | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.89 % |
Price | $59.13 | $2.43 |
Size | $3.852 million | $59.639 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.16 % | 5.22 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,457.95 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | SWTZ | |
|---|---|---|
Pros |
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Cons |
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JHLO | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |