HVST vs JPOZ

  • HVST
  • JPOZ

HVST and JPOZ hold at least 266 companies between them. 128 are in both, and 72% of each fund is the same companies.

In both · 72%HVST only · 28%

Side by side

FundBetaSharesJPMorgan
Asset classASX sharesASX shares
Fee a year0.72%0.25%
Fund size$282.0m$1.9m
Holdings64159
1Y price return−6.6%--
Distribution yield5.63%Not yet
Look-through coverage98.4%99.2%

How alike they are

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