Compare AU
Compare JRHG 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 JRHG and UYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | UYLD | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $1,865.25 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,212.20 |
Average age group | N/A | > 35 |
Key Summary
JRHG | UYLD | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | 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 Gl Re En In Eqh Active ETF (Managed Fund) (100 %) | Apple Inc (7.54 %) NVIDIA Corp (6.90 %) Microsoft Corp (6.72 %) |
Top 3 industries | Information Technology (59.90 %) Consumer Discretionary (17.88 %) Communication Services (13.00 %) | |
Top 3 countries | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.3 % | 0.6 % |
Key Summary
JRHG | UYLD | |
|---|---|---|
Issuer | JPMorgan | Global X |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.6 % |
Price | $63.91 | $12.29 |
Size | N/A | $6.466 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.14 % | 2.85 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | UYLD | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $1,865.25 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,212.20 |
Average age group | N/A | > 35 |
Pros and Cons
JRHG | UYLD | |
|---|---|---|
Pros |
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Cons |
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JRHG | UYLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |