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Compare JRHG vs. VSO
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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | VSO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 286 |
Median incremental investment | $0 | $993.64 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,446.08 |
Average age group | N/A | > 35 |
Key Summary
JRHG | VSO | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | NVIDIA Corp (5.58 %) Microsoft Corp (4.82 %) JPM USD Liquidity LVNAV X (acc.) (4.77 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | |
Management fee | 0.3 % | 0.3 % |
Key Summary
JRHG | VSO | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $71.31 | $76.44 |
Size | $39.932 million | N/A |
10Y return | N/A | 79.73 % |
Annual distribution yield (5Y) | 0.98 % | 4.68 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | VSO | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 286 |
Median incremental investment | $0 | $993.64 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,446.08 |
Average age group | N/A | > 35 |
Pros and Cons
JRHG | VSO | |
|---|---|---|
Pros |
| |
Cons |
|
JRHG | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |