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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Jpmorgan Global Research En In Eqty (H) Active ETF (JRHG) and the Global X S&P 500 Covered Call Complex ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | UYLD | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 10 |
Median incremental investment | $0 | $1,100.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,098.74 |
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 | NVIDIA Corp (5.84 %) Apple Inc (4.71 %) JPM USD Liquidity LVNAV X (acc.) (3.91 %) | NVIDIA Corp (7.80 %) Apple Inc (6.62 %) Microsoft Corp (5.22 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) |
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 | $72.09 | $10.21 |
Size | $25.014 million | $13.459 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.98 % | 6.47 % |
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 | 10 |
Median incremental investment | $0 | $1,100.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,098.74 |
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 |