Compare AU

Compare JRHG vs. VSO

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Gl Re En In Eqh Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 VSO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JRHG

VSO

Popularity

N/A

Low

Pearlers invested

0

231

Median incremental investment

$0

$1,000.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,244.80

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

Jpmorgan Gl Re En In Eqh Active ETF (Managed Fund) (100 %)

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Top 3 industries

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

$65.29

$70.15

Size

N/A

N/A

10Y return

N/A

63.71 %

Annual dividend/ distribution yield (5Y)

0.14 %

5.28 %

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

231

Median incremental investment

$0

$1,000.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,244.80

Average age group

N/A

> 35


Pros and Cons

JRHG

VSO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

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

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