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Compare JHLO vs. WDIV
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 Global Dividend ETF (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | WDIV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 48 |
Median incremental investment | $0 | $1,006.37 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,070.20 |
Average age group | N/A | > 35 |
Key Summary
JHLO | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 348.94m in AUM and 94 holdings. The State Street SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). |
Top 3 holdings | JPMorgan Global Select Equity ETF (96.78 %) | APA Group (1.97 %) Sino Land Co Ltd (1.92 %) Bouygues (1.87 %) |
Top 3 industries | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Canada (20.35 %) United States (18.37 %) Japan (10.66 %) |
Management fee | 0.55 % | 0.4 % |
Key Summary
JHLO | WDIV | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P Global Dividend Aristocrats Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $59.20 | $21.93 |
Size | $3.843 million | $348.216 million |
10Y return | N/A | 33.80 % |
Annual distribution yield (5Y) | 1.16 % | 5.07 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | WDIV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 48 |
Median incremental investment | $0 | $1,006.37 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,070.20 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | WDIV | |
|---|---|---|
Pros |
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Cons |
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JHLO | WDIV |
|---|---|
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 |