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Compare JHLO vs. YMAX
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 Betashares Aus Top 20 Eqy Yield Max Complex ETF (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHLO | YMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 84 |
Median incremental investment | $0 | $1,080.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,144.18 |
Average age group | N/A | > 35 |
Key Summary
JHLO | YMAX | |
|---|---|---|
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. | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 663.01m in AUM and 20 holdings. YMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an index. |
Top 3 holdings | JPMorgan Global Select Equity ETF (95.63 %) | ANZ AU 03/19/26 C42 (0 %) AS51 03/19/26 C9225 (0 %) ALL AU 03/19/26 C52 (0 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Australia (100.00 %) |
Management fee | 0.55 % | 0.76 % |
Key Summary
JHLO | YMAX | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.76 % |
Price | $57.24 | $7.44 |
Size | $3.854 million | $648.264 million |
10Y return | N/A | -19.13 % |
Annual distribution yield (5Y) | 1.16 % | 8.15 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHLO | YMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 84 |
Median incremental investment | $0 | $1,080.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,144.18 |
Average age group | N/A | > 35 |
Pros and Cons
JHLO | YMAX | |
|---|---|---|
Pros |
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Cons |
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JHLO | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |