At a glance
Side-by-side comparison
| Metric |
BGBL
BetaShares Global Shares ETF
|
JHLO
JPMorgan Global Select Equity (Hedged) Active ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
—
|
| Tracks index |
Solactive GBS Developed Markets Large & Mid Cap Index
|
—
|
| Categories |
Intl, Large-Cap, Market-Cap
|
Intl, Active
|
| Listed since |
2021 (5 yrs)
|
—
|
| Fund size (AUM) |
$4.7bn
|
$264m
|
| Cost & income | ||
| Management fee |
0.08%
|
0.55%
|
| Dividend yield |
1.17%
|
3.7%
|
| Franking |
0%
|
0%
|
| Turnover |
5%
|
—
|
| Tax drag | 0.49% | 1.18% |
| Returns |
Tax bracket
|
|
| 1-year return |
10.7%
net
|
11.9%
net
|
| 3-year return |
16.9%
net
|
—
|
| 5-year return |
—
|
—
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
9.9%
|
—
|
| Volatility (5y) |
—
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
1.23
|
—
|
| Sharpe ratio (5y) |
—
|
—
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
Frequently Asked Questions
BGBL and JHLO are 2 Australian-listed ETFs we compare side by side. BGBL carries the lower management fee (0.08%). Over 1 year, JHLO has delivered the higher total return (11.9% a year). The table above breaks down fees, returns, income and risk for each.
BGBL has the lower management fee at 0.08% a year, versus JHLO 0.55%.
Over the past 1 year, JHLO has delivered the higher total return at 11.9% a year. Past performance is not a reliable indicator of future returns.
JHLO pays the higher at 3.7%. Remember distributions are taxed each year at your marginal rate.
BGBL is the larger fund by assets ($4.7bn). Larger funds are typically more liquid and trade on tighter spreads.
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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.