Compare AU

Compare QUAL vs. JHLO

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

MSCI Global 'Quality' (ex-AUS)

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

Community Stats

QUAL

JHLO

Popularity

Medium

N/A

Pearlers invested

1,283

0

Median incremental investment

$858.17

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,414.46

$0

Average age group

> 35

N/A


Key Summary

QUAL

JHLO

Strategy

QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks.

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.

Top 3 holdings

Apple Inc (5.44 %)

Meta Platforms Inc Class A (5.28 %)

Microsoft Corp (5.15 %)

Jpmorgan Global Select Equity (Hedged) Active ETF (100 %)

Top 3 industries

Information Technology (42.42 %)

Communication Services (22.91 %)

Health Care (19.91 %)

Top 3 countries

United States (77.74 %)

Switzerland (4.98 %)

United Kingdom of Great Britain and Northern Ireland (4.22 %)

Management fee

0.4 %

0.55 %


Key Summary

QUAL

JHLO

Issuer

VanEck

JPMorgan

Tracking index

MSCI World ex Australia Quality Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.55 %

Price

$58.87

$54.67

Size

$7.244 billion

N/A

10Y return

261.17 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.85 %

0.23 %

Market

ASX

ASX

First listed date

31/10/2014

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

QUAL

JHLO

Popularity

Medium

N/A

Pearlers invested

1,283

0

Median incremental investment

$858.17

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,414.46

$0

Average age group

> 35

N/A


Pros and Cons

QUAL

JHLO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QUAL

JHLO

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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