Compare AU
Compare JHLO vs. UYLD
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 UYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | UYLD | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $1,231.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,766.75 |
Average age group | N/A | > 35 |
Key Summary
JHLO | UYLD | |
---|---|---|
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. | UYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Cboe S&P 500 BuyWrite Index. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | NVIDIA Corp (7.10 %) Apple Inc (6.65 %) Microsoft Corp (6.53 %) |
Top 3 industries | Information Technology (58.58 %) Consumer Discretionary (17.75 %) Communication Services (14.03 %) | |
Top 3 countries | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.55 % | 0.6 % |
Key Summary
JHLO | UYLD | |
---|---|---|
Issuer | JPMorgan | Global X |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.6 % |
Price | $54.30 | $12.35 |
Size | N/A | $7.381 million |
10Y return | N/A | N/A |
Annual dividend/โdistribution yield (5Y) | 0.23 % | 2.96 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | UYLD | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $1,231.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,766.75 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | UYLD | |
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Pros |
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Cons |
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JHLO | UYLD |
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Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |