Back
Compare AU
Compare JHLO vs. XASG
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 XASG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | XASG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $2,493.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,773.80 |
Average age group | N/A | 26 - 35 |
Key Summary
JHLO | XASG | |
|---|---|---|
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. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | Jpmorgan Global Select Equity (Hedged) Active ETF (100 %) | NVIDIA Corp (6.00 %) AstraZeneca PLC (4.77 %) Microsoft Corp (4.76 %) |
Top 3 industries | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) |
Management fee | 0.55 % | 0.75 % |
Key Summary
JHLO | XASG | |
|---|---|---|
Issuer | JPMorgan | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.75 % |
Price | $62.29 | $6.90 |
Size | $4.935 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.45 % | 1.92 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | XASG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $2,493.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,773.80 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHLO | XASG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JHLO | XASG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |