Compare AU

Compare VDHG vs. JHLO

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

Vanguard Diversified High Growth Funds

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

Community Stats

VDHG

JHLO

Popularity

Medium

N/A

Pearlers invested

8,530

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,792.40

$0

Average age group

26 - 35

N/A


Key Summary

VDHG

JHLO

Strategy

Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

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

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

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

Top 3 industries

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Top 3 countries

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

Management fee

0.27 %

0.55 %


Key Summary

VDHG

JHLO

Issuer

Vanguard

JPMorgan

Tracking index

A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A

Asset class

ETF

ETF

Management fee

0.27 %

0.55 %

Price

$69.74

$54.67

Size

$1.321 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.54 %

0.23 %

Market

ASX

ASX

First listed date

22/11/2017

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

VDHG

JHLO

Popularity

Medium

N/A

Pearlers invested

8,530

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,792.40

$0

Average age group

26 - 35

N/A


Pros and Cons

VDHG

JHLO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

VDHG

JHLO

Higher exposure to AU market

Lower exposure to AU market

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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